NasdaqGM - Delayed Quote USD

Principal SmallCap S&P 600 Index R5 (PSSPX)

24.58
+0.01
+(0.04%)
At close: 8:07:00 AM EDT
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  • Previous Close 24.57
  • YTD Return -12.84%
  • Expense Ratio 0.42%
  • Category Small Blend
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.22B
  • Beta (5Y Monthly) 1.18
  • Yield 1.13%
  • 5y Average Return --
  • Holdings Turnover 22.40%
  • Last Dividend 0.29
  • Inception Date Mar 1, 2001

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") SmallCap 600 Index. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund uses derivative strategies and invests in exchange-traded funds ("ETFs").

Principal Funds

Fund Family

Small Blend

Fund Category

1.22B

Net Assets

2001-03-01

Inception Date

Performance Overview: PSSPX

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Trailing returns as of 5/7/2025. Category is Small Blend.

YTD Return

PSSPX
12.84%
Category
20.19%
 

1-Year Return

PSSPX
2.40%
Category
60.18%
 

3-Year Return

PSSPX
1.59%
Category
11.32%
 

5-Year Return

PSSPX
10.90%
Category
13.88%
 

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Holdings: PSSPX

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Sector Weightings

SectorPSSPX
Industrials   16.46%
Technology   12.75%
Healthcare   11.87%
Real Estate   9.73%
Energy   4.48%
Utilities   1.93%

Recent News: PSSPX

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Research Reports: PSSPX

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