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

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$29.31 USD

+0.22 (0.76%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 8.12 73
3 months 6.56 40
6 months 8.96 35
1 Year 16.78 56
3 Year 2.37 49
5 Year 10.25 48
10 Year 8.87 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.98
Bear Market (10/07 - 2/09) -54.73
Bull Market (2/09 - 3/21) 693.53

Load Adjusted Returns as of Aug 31, 2024

1 Year 8.20
5 Year 7.58
10 Year 7.75
Since Inception 8.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 2.41 -3.21 NA NA
2023 2.44 3.33 -5.03 14.95
2022 -5.74 -14.26 -5.16 8.95
2021 17.89 4.36 -2.94 5.42
2020 -32.68 22.01 3.10 31.12
2019 11.58 1.74 -0.31 8.11

Annual Return

20242023202220212020201920182017201620152014
% Total Return 8.1215.56-16.4925.9011.0422.36-8.9112.7825.97-2.475.31
% Total Return Rel to Index -11.42-10.681.70-2.77-7.36-9.12-4.52-9.0114.03-3.86-8.32
% Total Return Rel to Peer -2.43-0.513.026.59-7.95-3.071.85-2.8110.022.252.64
% Perf Quintile vs Peer* 0.003.003.002.004.004.002.003.001.002.002.00
% Dividends 0.000.320.260.230.220.250.250.240.220.210.20
% Yield 0.001.130.970.640.770.890.990.810.770.880.75
Capital Gains ($) 0.000.752.332.490.311.482.721.501.461.631.67
Expense Ratio 0.420.420.420.420.420.420.420.420.420.420.42

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