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Principal Funds, Inc. - Smallcap S&p 600 Index Fund, Class R6: (MF: PSPIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$25.66 USD

+0.10 (0.39%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.85 35
3 months 7.70 40
6 months 10.71 43
1 Year 17.74 50
3 Year 9.91 66
5 Year 5.83 50
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.88
5 Year 7.06
10 Year NA
Since Inception 8.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.99 4.91 9.09 1.65
2024 2.51 -3.16 10.05 -0.68
2023 2.53 3.34 -4.93 15.00
2022 -5.69 -14.20 -5.09 9.03
2021 17.99 4.43 -2.89 5.49

Annual Return

2026202520242023202220212020201920182017
% Total Return 7.855.888.4915.84-16.2726.2411.3022.63-8.6613.03
% Total Return Rel to Index 4.12-12.33-16.52-10.401.93-2.43-7.09-8.85-4.27-8.76
% Total Return Rel to Peer 0.93-1.41-3.43-0.233.246.93-7.68-2.792.10-2.56
% Perf Quintile vs Peer* 2.004.000.003.003.002.004.004.002.003.00
% Dividends 0.000.340.340.390.340.310.290.320.320.31
% Yield 0.001.211.181.161.250.891.011.161.281.04
Capital Gains ($) 0.002.332.010.752.332.490.311.482.711.49
Expense Ratio 0.000.170.160.170.160.160.160.170.160.00

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