# Principal SmallCap Growth I Instl (PGRTX)

> Source: Nexqual · https://nexqual.com/PGRTX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Principal SmallCap Growth I Instl (PGRTX), nexqual.com/PGRTX" · informational, not investment advice.

**Price:** USD 16.51 (-0.42% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 16.58 · day 16.51–16.51 · 52w 14.36–19.7 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +8.0% vs S&P 500 +13.4%; 5Y +10.0% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +8.0% | +10.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +8.1% | +1.9% |
| Volatility (annualized) | 23.2% | 22.1% |
| Max drawdown | -16.9% (Jun 2026→Oct 2026) | -38.5% (Nov 2021→Jun 2022) |

## Peers
PVMIX (Principal Fds, Inc. MidCap Valu) USD 17.97 +0.00% · PLGIX (Principal Fds, Inc. LargeCap Gr) USD 15.92 -0.00% · PSSIX (Principal Fds, Inc. SmallCap S&) USD 28.48 +0.00% · MPSIX (Principal Fds,  Inc. MidCap S&P) USD 23.86 -0.00% · PPVIX (Principal Fds, Inc. SmallCap Va) USD 13.07 +0.00%

## More
Full page: https://nexqual.com/PGRTX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt