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Principal Fds, Inc. Smallcap S&p 600 Index Fd Cl R-3: (MF: PSSMX)

(NASDAQ Mutual Funds) As of May 29, 2026 06:24 PM ET

$29.35 USD

-0.23 (-0.78%)

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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Zacks Premium Research for PSSMX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
MF Report

Fund Description

The fund, under normal circumstances, invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies included in the Standard & Poor's SmallCap 600 Index, which is designed to represent U.S. equities with risk/return characteristics of the small-cap universe. It uses a passive approach seeking to track the Index, typically through replication by investing in all Index securities in the same proportions. The Index weights stocks by total market value and is rebalanced quarterly. The fund will not concentrate in an industry unless the Index does.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal SmCap S&P 600 R3 PSSMX NA NA 0.00 0.25 0.15 0.73

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SmCap S&P 600 R3 PSSMX 29.35 12/6/2000 0.66 37.94 14.48 5.36
Principal SmCap S&P 600 R5 PSSPX 29.64 12/6/2000 0.83 38.34 14.82 5.68
Principal SmCap S&P 600 Inst PSSIX 27.80 3/25/2004 1.09 38.69 15.07 5.90
Principal SmCap S&P 600 J PSSJX 25.01 1/27/2004 1.06 38.38 14.85 5.71

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SmCap S&P 600 R3 PSSMX 0 0 0 A

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343