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Morningstar

Principal SmallCap S&P 600 Index J PSSJX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 25.96  /  +1.80 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.440%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.41%
  • Turnover 28%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PSSJX

Will PSSJX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSSJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSSJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSSJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal SmallCap S&P 600 Index J’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSSJX

More PSSJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-Mini Russ 2000 Sep24

2.60 31.0 Mil
—

Principal Government Money Market R-6

2.45 29.1 Mil
—

Abercrombie & Fitch Co Class A

0.74 8.8 Mil
Consumer Cyclical

Fabrinet

0.72 8.6 Mil
Technology

Ensign Group Inc

0.57 6.8 Mil
Healthcare

SPS Commerce Inc

0.57 6.8 Mil
Technology

ATI Inc

0.56 6.7 Mil
Industrials

Comerica Inc

0.55 6.6 Mil
Financial Services

Robert Half Inc

0.54 6.4 Mil
Industrials

SPX Technologies Inc

0.54 6.4 Mil
Industrials