Principal SmallCap S&P 600 Index J holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Principal SmallCap S&P 600 Index Fund Class J PSSJX
- NAV / 1-Day Return 25.52 / +0.98 %
- Total Assets 1.3B
-
Adj. Expense Ratio
0.390%
- Expense Ratio 0.390%
- 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 1.06%
- Turnover 36%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 10:53 PM GMT+0
Morningstar’s Analysis PSSJX
Will PSSJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Viavi Solutions Inc | 0.71 | 10M | Technology |
Sanmina Corp | 0.70 | 9M | Technology |
FormFactor Inc | 0.62 | 8M | Technology |
E-Mini Russ 2000 Jun26 | 0.62 | 8M | — |
Molina Healthcare Inc | 0.59 | 8M | Healthcare |
Primoris Services Corp | 0.58 | 8M | Industrials |
Semtech Corp | 0.57 | 8M | Technology |
Element Solutions Inc | 0.57 | 8M | Basic Materials |
Argan Inc | 0.55 | 7M | Industrials |
Viasat Inc | 0.53 | 7M | Technology |
United States