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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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 14.04 27
3 months 8.06 29
6 months 16.74 32
1 Year 37.94 38
3 Year 14.48 56
5 Year 5.36 53
10 Year 10.05 57

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 113.35
Bear Market (10/07 - 2/09) -54.93
Bull Market (2/09 - 3/21) 807.91

Load Adjusted Returns as of Apr 30, 2026

1 Year 19.75
5 Year 3.70
10 Year 9.09
Since Inception 7.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.33 NA NA NA
2025 -9.14 4.80 8.92 1.51
2024 2.32 -3.25 9.87 -0.82
2023 2.37 3.20 -5.07 14.86
2022 -5.82 -14.33 -5.24 8.93
2021 17.83 4.26 -3.03 5.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.045.297.8715.19-16.7325.5310.6621.96-9.1712.4425.58
% Total Return Rel to Index 7.67-12.92-17.15-11.051.47-3.15-7.74-9.52-4.78-9.3513.64
% Total Return Rel to Peer 2.62-2.00-4.05-0.882.786.21-8.33-3.461.59-3.159.63
% Perf Quintile vs Peer* 2.004.004.004.003.002.004.004.003.004.001.00
% Dividends 0.000.200.200.240.180.130.150.180.180.160.14
% Yield 0.700.720.680.690.670.380.520.660.700.550.52
Capital Gains ($) 0.002.332.010.752.332.490.311.482.721.501.46
Expense Ratio 0.000.730.730.730.730.730.730.730.730.730.73

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