Back to top
more

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

(NASDAQ Mutual Funds) As of Aug 31, 2026 06:26 PM ET

$31.62 USD

-0.21 (-0.66%)

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

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

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 21.26 22
3 months 6.24 30
6 months 14.87 22
1 Year 33.09 29
3 Year 12.79 51
5 Year 7.00 48
10 Year 10.28 48

* 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) 867.36

Load Adjusted Returns as of Jul 31, 2026

1 Year 36.98
5 Year 6.89
10 Year 11.04
Since Inception 8.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.43 19.56 NA NA
2025 -9.02 4.83 9.03 1.58
2024 2.41 -3.21 9.97 -0.74
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 21.265.648.1915.56-16.4925.9011.0422.36-8.9112.7825.97
% Total Return Rel to Index 13.45-12.57-16.82-10.681.70-2.77-7.36-9.12-4.52-9.0114.03
% Total Return Rel to Peer 2.68-1.66-3.73-0.513.026.59-7.95-3.071.85-2.8110.02
% Perf Quintile vs Peer* 2.004.004.003.003.002.004.004.002.004.001.00
% Dividends 0.000.260.290.320.260.230.220.250.250.240.22
% Yield 0.000.910.960.880.970.640.770.890.990.810.77
Capital Gains ($) 0.002.332.010.752.332.490.311.482.721.501.46
Expense Ratio 0.420.420.420.420.420.420.420.420.420.420.42

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