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Principal SmallCap S&P 600 Index J (PSSJX)

18.45
-0.56
(-2.95%)
At close: 8:04:02 PM EDT
Loading Chart for PSSJX
  • Previous Close 19.01
  • YTD Return -9.06%
  • Expense Ratio 0.40%
  • Category Small Blend
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.27B
  • Beta (5Y Monthly) 1.14
  • Yield 1.27%
  • 5y Average Return --
  • Holdings Turnover 22.40%
  • Last Dividend 0.30
  • 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

1.27B

Net Assets

2001-03-01

Inception Date

Performance Overview: PSSJX

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Trailing returns as of 4/8/2025. Category is Small Blend.

YTD Return

PSSJX
9.06%
Category
20.19%
 

1-Year Return

PSSJX
3.90%
Category
60.18%
 

3-Year Return

PSSJX
0.27%
Category
11.32%
 

5-Year Return

PSSJX
14.58%
Category
13.88%
 

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Holdings: PSSJX

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Sector Weightings

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

Recent News: PSSJX

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Research Reports: PSSJX

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