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Principal SmallCap S&P 600 Index R3 PSSMX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 26.79  /  1.62 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.64%
  • Turnover 16%

Morningstar’s Analysis PSSMX

Will PSSMX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Principal SmallCap S&P 600 Index R3's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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