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Principal SmallCap S&P 600 Index R1 PSAPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 25.13  /  +0.68 %
  • 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
  • Status Limited
  • TTM Yield 0.68%
  • Turnover 28%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:20 PM GMT+0

Morningstar’s Analysis PSAPX

Will PSAPX outperform in future?

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

Strength in Principal SmallCap S&P 600 Index R1's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PSAPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-Mini Russ 2000 Mar24

2.54 29.8 Mil

Principal Government Money Market R-6

2.46 29.0 Mil

Fabrinet

0.69 8.1 Mil
Technology

Cytokinetics Inc

0.68 8.0 Mil
Healthcare

Applied Industrial Technologies Inc

0.60 7.1 Mil
Industrials

SPS Commerce Inc

0.60 7.0 Mil
Technology

Ensign Group Inc

0.57 6.6 Mil
Healthcare

Meritage Homes Corp

0.54 6.3 Mil
Consumer Cyclical

DoubleVerify Holdings Inc

0.49 5.8 Mil
Technology

Mueller Industries Inc

0.48 5.7 Mil
Industrials