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Principal SmallCap S&P 600 Index J PSSJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 23.68  /  +0.47 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • 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 Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:23 AM GMT+0

Morningstar’s Analysis PSSJX

Will PSSJX outperform in future?

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

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings PSSJX

  • 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