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

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

$26.86 USD

-0.23 (-0.85%)

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 21.27 22
3 months 6.21 30
6 months 14.89 22
1 Year 33.14 29
3 Year 12.80 51
5 Year 7.02 48
10 Year 10.28 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -55.13
Bull Market (2/09 - 3/21) 850.76

Load Adjusted Returns as of Jul 31, 2026

1 Year 35.62
5 Year 6.90
10 Year 11.04
Since Inception 8.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.43 19.56 NA NA
2025 -9.06 4.88 9.05 1.57
2024 1.08 -3.20 9.97 -0.74
2023 2.46 3.31 -5.00 16.48
2022 -5.74 -14.27 -5.18 8.98
2021 17.90 4.40 -2.96 5.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 21.275.656.7917.13-16.5025.9611.0222.34-8.9012.7625.90
% Total Return Rel to Index 13.46-12.56-18.22-9.111.70-2.71-7.37-9.14-4.50-9.0213.96
% Total Return Rel to Peer 2.69-1.64-5.121.053.016.65-7.96-3.091.87-2.839.95
% Perf Quintile vs Peer* 2.004.005.003.003.002.004.004.002.004.001.00
% Dividends 0.000.290.290.340.280.250.230.260.260.250.21
% Yield 0.001.171.131.081.150.780.891.031.120.900.81
Capital Gains ($) 0.002.332.010.752.332.490.311.482.721.501.46
Expense Ratio 0.390.390.380.420.400.390.420.440.410.430.47

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