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Morningstar

Principal SmallCap S&P 600 Index R4 PSSSX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 24.21  /  1.30 %
  • Total Assets 1.1 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 0.88%
  • Turnover 16%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 12:11 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.

Process Pillar

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

People Pillar

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

A strong management team and sound investment process underpin Principal SmallCap S&P 600 Index R4's 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSSSX

More PSSSX Holdings
  • Current Portfolio Date
  • Equity Holdings 602
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

1.64
19,231,506
—

E-Mini Russ 2000 Sep23

1.58
18,545,299
—

e.l.f. Beauty Inc

0.69
8,069,593
Consumer Defensive

Onto Innovation Inc

0.67
7,816,235
Technology

SPS Commerce Inc

0.67
7,813,365
Technology

Comfort Systems USA Inc

0.65
7,585,642
Industrials

Axcelis Technologies Inc

0.62
7,222,150
Technology

Rambus Inc

0.60
7,062,308
Technology

Applied Industrial Technologies Inc

0.59
6,856,344
Industrials

Fabrinet

0.57
6,705,234
Technology