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Principal SmallCap S&P 600 Index R4 (PSSSX)

25.08 Down 0.25(0.99%) Jul 25

Profile as of Jun 29, 2014Get Profile for:
Principal SmallCap S&P 600 Index R4
Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Phone: 800-222-5852
Fund Overview 
Category:Small Blend
Fund Family:Principal Funds
Net Assets:1.11B
Year-to-Date Return:2.93%
Morningstar Rating:4 stars
Fund Inception Date:Dec 6, 2000
Morningstar Style Box 
Small Blend
[View Category Definition]
View Top Small Blend Funds
About the Morningstar Style Box
Management Information 
Thomas L. Kruchten
Lead Manager since Mar 1, 2011
Thomas L. Kruchten has been with Principal Global Investors, LLC since 2005. He earned a B.A. in finance from the University of Northern Iowa. Mr. Kruchten has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Iowa.
Investment Information 
Min Initial Investment:0
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
PSSSX can be purchased from 24 brokerages.

Fund Summary 
The investment seeks long-term growth of capital. The fund normally 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 each purchase. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund invests in index futures and exchange-traded funds ("ETFs") on a daily basis to gain exposure to the index in an effort to minimize tracking error relative to the benchmark.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 17, 2013) : 0.00
Annual Holdings Turnover (Jul 23, 2014) : 14.60%
Average for Category:47.39%
Fees & Expenses 
ExpensePSSSXCategory Avg
Annual Report Expense Ratio (net):0.54%1.27%
Prospectus Net Expense Ratio:0.59%N/A
Prospectus Gross Expense Ratio:0.59%N/A
Max 12b1 Fee:0.10%N/A
Max Front End Sales Load:N/A5.22%
Max Deferred Sales Load: N/A2.08%
3 Yr Expense Projection*:189555
5 Yr Expense Projection*:329891
10 Yr Expense Projection*:7381,831
* Per $10,000 invested