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Principal SmallCap S&P 600 Index R4 PSSSX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 29.24  /  −0.54 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.06%
  • Turnover 28%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 12:48 AM GMT+0

Morningstar’s Analysis PSSSX

Will PSSSX outperform in future?

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

Principal SmallCap S&P 600 Index R4’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 lowest fee quintile among peers.

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Portfolio Holdings PSSSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-Mini Russ 2000 Jun24

2.23 27.1 Mil

Principal Government Money Market R-6

2.04 24.7 Mil

Abercrombie & Fitch Co Class A

0.72 8.7 Mil
Consumer Cyclical

Fabrinet

0.72 8.7 Mil
Technology

ATI Inc

0.65 7.9 Mil
Industrials

SPS Commerce Inc

0.57 6.9 Mil
Technology

Ensign Group Inc

0.56 6.8 Mil
Healthcare

Mueller Industries Inc

0.55 6.7 Mil
Industrials

Meritage Homes Corp

0.53 6.5 Mil
Consumer Cyclical

SPX Technologies Inc

0.53 6.4 Mil
Industrials