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

(NASDAQ Mutual Funds) As of Jun 20, 2018 08:15 PM ET

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$31.40 USD

-0.01 (-0.03%)

Zacks MF Rank 1-Strong Buy 1        

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 May 31, 2018

Total Return %* Percentile Rank Objective
YTD 7.92 27
3 months 9.60 13
6 months 7.32 30
1 Year 22.13 26
3 Year 13.23 8
5 Year 13.77 11
10 Year 9.96 28

* 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 Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 26.08
% Yield 0.76
% SEC Yield
Net Assets (Mil $) 5/31/2018 200.43
%Turnover 5/31/2018 14.00

Risk

3 Year 5 Year 10 Year
Beta 0.98 1.02 1.15
Alpha 2.72 0.80 0.07
R Squared 0.53 0.56 0.81
Std. Dev. 13.75 13.53 19.23
Sharpe 0.98 1.06 1.00

Sector / Country Weightings

As of 5/31/2018 % of Portfolio
Industrial Cyclical 19.00
Finance 18.67
Technology 12.67
Health 9.62
Other 9.21
Services 7.54
Retail Trade 7.34
Non-Durable 6.63
Consumer Durables 4.81
Utilities 2.53
Energy 1.98

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2018)
% of Portfolio Value (Mil$)
NEKTAR THERAPEUTICS 1.62 21.76
CHEMED CORP 0.51 6.88
HEALTHCARE SERVICES GROUP 0.50 6.68
CANTEL MEDICAL CORP 0.49 6.54
EVERCORE PARTNERS INC CL 0.48 6.42
ON ASSIGNMENT 0.46 6.19
ALLETE INC 0.45 6.09
JOHN BEAN TECHNOLOGIES CO 0.44 5.94
MARRIOTT VACATIONS WORLDW 0.44 5.94

Stock Holding % of Net Assets

As Of 1/31/2018
Total Issues 602
Avg. P/E 24.56
Avg. P/Book 3.13
Avg. EPS Growth 9.04
Avg. Market Value (Mil $) 2,169

Allocation

% of Portfolio
Large Growth 0.00
Large Value 4.11
Small Growth 25.44
Small Value 37.51
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 31.18
High Yield Bond 0.00