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Principal SmallCap S&P 600 Index Fund R-3 Class (PSSMX)

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33.43+0.73 (+2.23%)
At close: 8:00PM EDT

Principal SmallCap S&P 600 Index Fund R-3 Class

Principal Financial Group

711 High Street

Des Moines, IA 50392

Management information
Jeffrey A. Schwarte,Lead manager since 28 July 2016
Jeff is a portfolio manager at Principal Global Equities. Jeff is an active member in the group’s research and development activities. He joined the equities group in 2000 as an analyst and named a portfolio manager in 2001. He has been with Principal since 1993. He received a bachelor's degree in accounting from the University of Northern Iowa. Jeff has earned the right to use the CFA designation. He is a Certified Internal Auditor and a Fellow of the Life Management Institute (FLMI). Jeff is a member of the CFA Society of Iowa and the CFA Institute.
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 assets1.48B
YTD return20.95%
Morningstar rating★★★★
Inception date5 Dec 2000

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover21.40%
Average for categoryN/A

Fees and expenses

ExpensePSSMXCategory average
Annual report expense ratio (net)0.73%1.05%
Prospectus net expense ratio0.73%N/A
Prospectus gross expense ratio0.73%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.22%
3-yr expense projection233N/A
5-yr expense projection406N/A
10-yr expense projection906N/A