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Principal Fds, Inc. Smallcap S&p 600 Index Fd Insti Cl: (MF: PSSIX)

(NASDAQ Mutual Funds) As of Aug 28, 2026 05:53 PM ET

$29.88 USD

-0.25 (-0.83%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 21.38 21
3 months 6.26 30
6 months 14.97 21
1 Year 33.40 27
3 Year 13.02 49
5 Year 7.22 45
10 Year 10.50 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.38
Bull Market (2/09 - 3/21) 901.32

Load Adjusted Returns as of Jul 31, 2026

1 Year 37.21
5 Year 7.10
10 Year 11.26
Since Inception 10.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.45 19.60 NA NA
2025 -8.98 4.91 9.08 1.65
2024 1.10 -3.13 10.00 -0.70
2023 2.52 3.34 -4.97 16.55
2022 -5.72 -14.19 -5.12 9.02
2021 17.98 4.43 -2.91 5.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return 21.385.886.9817.35-16.3326.2011.2222.58-8.7413.0126.20
% Total Return Rel to Index 13.53-12.33-18.03-8.891.87-2.48-7.18-8.90-4.35-8.7814.26
% Total Return Rel to Peer 2.76-1.42-4.941.273.186.88-7.77-2.852.03-2.5810.25
% Perf Quintile vs Peer* 2.004.005.002.003.002.004.004.002.003.001.00
% Dividends 0.000.330.330.380.320.300.270.300.310.300.26
% Yield 0.001.201.161.131.230.870.971.121.261.020.96
Capital Gains ($) 0.002.332.010.752.332.490.311.482.721.501.46
Expense Ratio 0.210.210.210.210.210.210.240.240.220.220.21

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