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Principal SmallCap S&P 600 Index R4 (PSSSX)

31.56
+0.53
+(1.71%)
At close: November 22 at 8:00:58 PM EST
Loading Chart for PSSSX
  • Previous Close 31.03
  • YTD Return 6.05%
  • Expense Ratio 0.54%
  • Category Small Blend
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.32B
  • Beta (5Y Monthly) 1.06
  • Yield 1.00%
  • 5y Average Return --
  • Holdings Turnover 27.50%
  • 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 at the time of purchase. 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

1.32B

Net Assets

2001-03-01

Inception Date

Performance Overview: PSSSX

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Trailing returns as of 11/22/2024. Category is Small Blend.

YTD Return

PSSSX
6.05%
Category
20.19%
 

1-Year Return

PSSSX
29.34%
Category
60.18%
 

3-Year Return

PSSSX
1.35%
Category
11.32%
 

5-Year Return

PSSSX
8.59%
Category
13.88%
 

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Holdings: PSSSX

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Sector Weightings

SectorPSSSX
Industrials   18.05%
Technology   12.02%
Healthcare   10.61%
Real Estate   8.69%
Energy   4.57%
Utilities   1.93%

Recent News: PSSSX

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Research Reports: PSSSX

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