Nasdaq - Delayed Quote USD

Principal SmallCap S&P 600 Index Fund R-2 Class (PSSNX)

32.26 +0.96 (+3.07%)
At close: March 1 at 8:00 PM EST

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") SmallCap 600 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund uses derivative strategies and invests in exchange-traded funds ("ETFs").

Principal SmallCap S&P 600 Index Fund R-2 Class

Principal Financial Group
711 High Street
800-222-5852

Fund Overview

Category Small Blend
Fund Family Principal Funds
Net Assets 1.4B
YTD Return 17.61%
Yield 0.29%
Morningstar Rating
Inception Date Dec 06, 2000

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 21.40%
Average for Category --

Fees & Expenses

Expense PSSNX Category Average
Annual Report Expense Ratio (net) 0.91% 1.03%
Prospectus Net Expense Ratio 0.91% --
Prospectus Gross Expense Ratio 0.91% --
Max 12b1 Fee 0.30% --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 290 --
5 Yr Expense Projection 504 --
10 Yr Expense Projection 1,120 --

Management Information

Aaron J. Siebel, Lead Manager since October 15, 2018
Aaron J. Siebel has been with Principal® since 2005. He earned a BA in Finance from the University of Iowa in 2005.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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