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Principal SmallCap S&P 600 Index R3 (PSSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.24+0.02 (+0.08%)
At close: 08:05AM EDT

Principal SmallCap S&P 600 Index R3

Des Moines, IA 50392

711 High Street

Principal Financial Group

(800) 986-3343
Management information
,Lead manager since 31 July 2023
Tyler O’Donnell has been with Principal® since 2015. He earned bachelor’s degrees in Mathematics and Biochemistry from the University of Iowa and an M.B.A. from Iowa State University. Mr. O’Donnell has earned the right to use the Chartered Financial Analyst designation.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyPrincipal Funds
Net assets1.24B
YTD return2.32%
Yield0.88%
Morningstar rating★★★
Inception date5 Dec 2000

Fund operations

Last dividend0.25
Last cap gain10.00
Holdings turnover27.50%
Average for categoryN/A

Fees and expenses

ExpensePSSMXCategory average
Annual report expense ratio (net)0.42%1.03%
Prospectus net expense ratio0.42%N/A
Prospectus gross expense ratio0.42%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A