NasdaqGM - Delayed Quote USD

Principal SmallCap S&P 600 Index Inst (PSSIX)

22.12
-1.69
(-7.10%)
At close: 8:08:57 AM EDT
Loading Chart for PSSIX
  • Previous Close 23.81
  • YTD Return -2.99%
  • Expense Ratio 0.21%
  • Category Small Blend
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.38B
  • Beta (5Y Monthly) 1.14
  • Yield 1.23%
  • 5y Average Return --
  • Holdings Turnover 22.40%
  • Last Dividend 0.33
  • 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

1.38B

Net Assets

2001-03-01

Inception Date

Performance Overview: PSSIX

View More

Trailing returns as of 4/2/2025. Category is Small Blend.

YTD Return

PSSIX
2.99%
Category
20.19%
 

1-Year Return

PSSIX
5.94%
Category
60.18%
 

3-Year Return

PSSIX
2.77%
Category
11.32%
 

5-Year Return

PSSIX
10.51%
Category
13.88%
 

People Also Watch

Holdings: PSSIX

View More

Sector Weightings

SectorPSSIX
Industrials   17.79%
Technology   12.62%
Healthcare   10.70%
Real Estate   9.28%
Energy   4.43%
Utilities   1.77%

Recent News: PSSIX

View More

Research Reports: PSSIX

View More

Top Mutual Funds