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Principal Fds, Inc. Smallcap S&p 600 Index Fd Cl R-5: (MF: PSSPX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:26 PM ET

$28.29 USD

-0.36 (-1.26%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.56 32
3 months 8.14 37
6 months 15.85 33
1 Year 8.42 53
3 Year 8.40 70
5 Year 6.66 54
10 Year 10.63 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.98
Bear Market (10/07 - 2/09) -54.74
Bull Market (2/09 - 3/21) 785.52

Load Adjusted Returns as of Jan 31, 2026

1 Year 5.64
5 Year 6.78
10 Year 9.33
Since Inception 8.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.02 4.83 9.03 1.58
2024 2.41 -3.21 9.97 -0.74
2023 2.44 3.33 -5.03 14.95
2022 -5.74 -14.26 -5.16 8.95
2021 17.89 4.36 -2.94 5.42

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.565.648.1915.56-16.4925.9011.0422.36-8.9112.7825.97
% Total Return Rel to Index 0.00-12.57-16.82-10.681.70-2.77-7.36-9.12-4.52-9.0114.03
% Total Return Rel to Peer 0.00-1.66-3.73-0.513.026.59-7.95-3.071.85-2.8110.02
% Perf Quintile vs Peer* 0.000.000.003.003.002.004.004.002.003.001.00
% Dividends 0.000.260.290.320.260.230.220.250.250.240.22
% Yield NA0.910.960.880.970.640.770.890.990.810.77
Capital Gains ($) 0.002.332.010.752.332.490.311.482.721.501.46
Expense Ratio 0.000.420.420.420.420.420.420.420.420.420.42

* 1 = Top 20%, 5 = Bottom 20%