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Principal SmallCap S&P 600 Index R5 PSSPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 27.25  /  +1.68 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.16%
  • Turnover 28%

USD | NAV as of Jun 13, 2024 | 1-Day Return as of Jun 13, 2024, 12:07 AM GMT+0

Morningstar’s Analysis PSSPX

Will PSSPX outperform in future?

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

Principal SmallCap S&P 600 Index R5’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 cheapest fee quintile among peers.

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Portfolio Holdings PSSPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-Mini Russ 2000 Jun24

2.41 27.9 Mil

Principal Government Money Market R-6

2.39 27.7 Mil

ATI Inc

0.66 7.6 Mil
Industrials

Ensign Group Inc

0.58 6.7 Mil
Healthcare

SPS Commerce Inc

0.55 6.4 Mil
Technology

AAON Inc

0.55 6.4 Mil
Industrials

Mueller Industries Inc

0.55 6.4 Mil
Industrials

Fabrinet

0.54 6.3 Mil
Technology

Abercrombie & Fitch Co Class A

0.53 6.2 Mil
Consumer Cyclical

Meritage Homes Corp

0.52 6.1 Mil
Consumer Cyclical