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Principal SmallCap S&P 600 Index R1 PSAPX

Quantitative rating as of
  • NAV / 1-Day Return 24.60  /  0.70 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.49%
  • Turnover 16%

Morningstar’s Analysis PSAPX

Will PSAPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong Process Pillar rating isn't sufficient for Principal SmallCap S&P 600 Index R1 to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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