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

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.52+0.96 (+3.04%)
At close: 8:00PM EST

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

Principal Financial Group

711 High Street

Des Moines, IA 50392

Management information
Aaron J. Siebel,Lead manager since 14 October 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
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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 assets1.3B
YTD return6.19%
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%1.11%
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/A5.19%
Max deferred sales loadN/A1.21%
3-yr expense projection233N/A
5-yr expense projection406N/A
10-yr expense projection906N/A