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Principal SmallCap S&P 600 Index J PSSJX

Quantitative rating as of
  • NAV / 1-Day Return 23.90  /  1.49 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.410%
  • 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 1.19%
  • Turnover 16%

Morningstar’s Analysis PSSJX

Will PSSJX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Principal SmallCap S&P 600 Index J's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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