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Principal Fds, Inc. Smallcap S&p 600 Index Fd Cl R-5: (MF: PSSPX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$27.58 USD
-0.11 (-0.40%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth. The fund attempts to mirror the investment performance of the index by allocating the fund's assets in approximately the same weightings as the S&P 600. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SmCap S&P 600 R5 | PSSPX | NA | NA | 0.00 | 0.00 | 0.15 | 0.42 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SmCap S&P 600 R3 | PSSMX | 27.02 | 12/6/2000 | 0.00 | 11.78 | -1.10 | 6.28 |
| Principal SmCap S&P 600 R5 | PSSPX | 27.58 | 12/6/2000 | 0.00 | 12.13 | -0.79 | 6.61 |
| Principal SmCap S&P 600 R4 | PSSSX | 27.48 | 12/6/2000 | 0.00 | 11.95 | -0.92 | 6.47 |
| Principal SmCap S&P 600 Inst | PSSIX | 26.24 | 3/25/2004 | 0.00 | 12.32 | -0.60 | 6.81 |
| Principal SmCap S&P 600 J | PSSJX | 24.08 | 1/27/2004 | 0.00 | 12.10 | -0.78 | 6.62 |
| Principal SmCap S&P 600 R1 | PSAPX | 25.63 | 8/11/2006 | 0.00 | 11.41 | -1.41 | 5.95 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal SmCap S&P 600 R5 | PSSPX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |