Morningstar

Principal SmallCap S&P 600 Index Fund R-5 Class PSSPX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 31.83  /  +1.21 %
  • Total Assets 1.3B
  • 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 0
  • Status Open
  • TTM Yield 0.77%
  • Turnover 36%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:07 AM GMT+0

Morningstar’s Analysis PSSPX

Will PSSPX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSSPX 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 PSSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SmallCap S&P 600 Index R5 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PSSPX

More PSSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sanmina Corp

0.82 11M
Technology

Semtech Corp

0.82 11M
Technology

Viavi Solutions Inc

0.65 9M
Technology

Viasat Inc

0.64 9M
Technology

E-Mini Russ 2000 Jun26

0.63 8M
—

Lumen Technologies Inc Ordinary Shares

0.60 8M
Communication Services

Principal Government Money Market R-6

0.58 8M
—

FormFactor Inc

0.56 8M
Technology

Element Solutions Inc

0.56 8M
Basic Materials

Argan Inc

0.54 7M
Industrials

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