About PSSPX
The Principal SmallCap S&P 600 Index Fund R5 is an open-end mutual fund that aims to provide long-term capital growth by tracking the performance of the S&P SmallCap 600 Index. This index is designed to measure the small-cap segment of the U.S. equity market, encompassing companies that meet specific size, liquidity, and financial viability criteria. The fund uses a representative sampling strategy, constructing a diversified portfolio that closely mimics the index’s risk and return profile while also seeking to minimize tax implications for investors. It maintains broad exposure across various sectors, including industrials, technology, healthcare, consumer cyclical, and financial services, with the top holdings representing a modest portion of total assets. Designed with cost efficiency in mind, the fund charges an expense ratio that ranks in the lowest fee quintile among its peers, reinforcing its appeal for investors seeking small-cap equity exposure in a retirement or institutional context. The Principal SmallCap S&P 600 Index Fund R5 plays a key role in offering access to U.S. small-cap equities, supporting portfolio diversification and participation in potential growth opportunities within this dynamic segment of the market.
Fund Family Principal Funds
Category Small Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PSSPX
Share Class R-5
Index S&P 600 Small Cap TR
PSSPX had a total return of 22.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.68%.
