Principal SmallCap Growth Fund I (PGRTX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGRTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGRTX
PGRTX charges 0.94% annually. There are 47 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | PGRTX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | PGRTX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | PGRTX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PGRTX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PGRTX vs VISGX |
Best Risk-Adjusted Alternatives to PGRTX
PGRTX has a PortfoliosLab risk / return rank of 58. There are 48 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | PGRTX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | PGRTX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | PGRTX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | PGRTX vs NEAGX | |
| Oberweis Micro Cap Fund | 91 | — | Dec 1995 | PGRTX vs OBMCX |
Top Performing PGRTX Alternatives (YTD)
PGRTX is at 24.59% YTD. There are 32 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | PGRTX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | PGRTX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 62.37% | — | Dec 2016 | PGRTX vs NEAIX | |
| Needham Aggressive Growth Fund | 62.08% | — | Sep 2001 | PGRTX vs NEAGX | |
| Oberweis Micro Cap Fund | 50.06% | — | Dec 1995 | PGRTX vs OBMCX |
Lowest Volatility Alternatives to PGRTX
PGRTX has 22.53% 1-year volatility. There are 115 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | PGRTX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | PGRTX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | PGRTX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | PGRTX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | PGRTX vs NBGIX |
Lowest Drawdown Alternatives to PGRTX
PGRTX has a 1-year max drawdown of -13.70%. There are 94 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | PGRTX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PGRTX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PGRTX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | PGRTX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | PGRTX vs RFIMX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -5.96% | — | Dec 2000 | PGRTX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 2.25% | — | Dec 2000 | PGRTX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 9.31% | — | Nov 1986 | PGRTX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -3.02% | — | Jun 2012 | PGRTX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.98% | — | Feb 2008 | PGRTX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.32% | — | Oct 2011 | PGRTX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.27% | — | Jul 1996 | PGRTX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 47 | 8.14% | — | Feb 2008 | PGRTX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 47 | 7.32% | — | Feb 2001 | PGRTX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.30% | — | Dec 2000 | PGRTX vs PSSMX |
Often Compared With PGRTX
Investors most often compare PGRTX with PQIAX, POSIX, PMDIX. These 9 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal Equity Income Fund | Large Cap Value Equities | 71 | 9.60% | — | May 1939 | PGRTX vs PQIAX | |
| Principal Global Real Estate Securities Fund | REIT | 10 | 7.43% | — | Sep 2007 | PGRTX vs POSIX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 51 | 16.51% | — | Jun 2011 | PGRTX vs PMDIX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 40 | 13.70% | — | Feb 2005 | PGRTX vs JATTX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.43% | — | Jan 2003 | PGRTX vs HRSMX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 66 | 10.92% | — | Sep 2014 | PGRTX vs PLTNX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 40 | 13.76% | — | Feb 2005 | PGRTX vs JANIX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 41 | 13.86% | — | May 2012 | PGRTX vs JGMNX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 49 | 5.67% | — | Feb 2001 | PGRTX vs PMTIX |
Compare PGRTX with Any Fund or Stock
Compare PGRTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGRTX with funds that move differently
Principal SmallCap Growth Fund I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGRTX.
Explore PGRTX Diversifiers