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Principal Fds, Inc. Smallcap S&p 600 Index Fd Cl R-5: (MF: PSSPX)

(NASDAQ Mutual Funds) As of Feb 21, 2018 10:00 PM ET

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$27.94 USD

-0.27 (-0.96%)

Zacks MF Rank 2-Buy   2      

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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Latest Performance as of Jan 31, 2018

Total Return %* Percentile Rank Objective
YTD 2.49 63
3 months 5.48 55
6 months 11.62 48
1 Year 16.12 52
3 Year 13.75 16
5 Year 14.74 13
10 Year 10.00 32

* Annual for three years and beyond.

Zacks Premium Research for PSSPX

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

Zacks MF Rank Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 26.08
% Yield 0.80
% SEC Yield NA
Net Assets (Mil $) 1/31/2018 193.78
%Turnover 1/31/2018 31.40

Risk

3 Year 5 Year 10 Year
Beta 0.99 1.06 1.15
Alpha -0.22 -1.50 -0.61
R Squared 0.54 0.58 0.81
Std. Dev. 13.53 13.29 19.19
Sharpe 1.05 1.16 2.00

Sector / Country Weightings

As of 1/31/2018 % of Portfolio
Finance 20.25
Industrial Cyclical 19.04
Technology 14.59
Health 8.13
Services 7.91
Other 7.02
Retail Trade 6.83
Non-Durable 6.77
Consumer Durables 4.72
Utilities 2.92
Energy 1.82

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2017)
% of Portfolio Value (Mil$)
MKS INSTRUMENTS INC 0.77 10.26
ALLETE INC 0.52 6.93
LUMENTUM HOLDINGS INC 0.51 6.75
HEALTHCARE SERVICES GROUP 0.50 6.73
INTERACTIVE BROKERS GROUP 0.50 6.72
SPIRE INC 0.50 6.63
NEKTAR THERAPEUTICS 0.49 6.55
CHEMED CORP 0.47 6.22
STAMPS.COM INC 0.46 6.14

Stock Holding % of Net Assets

As Of 10/31/2017
Total Issues 603
Avg. P/E 24.61
Avg. P/Book 3.00
Avg. EPS Growth 8.98
Avg. Market Value (Mil $) 1,926

Allocation

% of Portfolio
Large Growth 0.00
Large Value 5.59
Small Growth 40.20
Small Value 48.08
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00