PSSMX:NASDAQ
Principal SmallCap S&P 600 Index Fund R-3 Class – PSSMX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 21.76 | -1.02 (-4.48%) | 20.93 - 31.55 | -- |
Market data as of 12:00AM 04/10/25. Quotes are delayed by at least 15 min.
Overview - PSSMX
The investment seeks long-term growth of capital.
Under normal circumstances, the fund 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. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund uses derivative strategies and invests in exchange-traded funds ("ETFs").
Growth of $10,000 (10 Years)
| Total Return | 8.34% |
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| Yield (Trailing 12 Mo.) | 0.77% |
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| Expense Ratio | 0.73% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $0.00 |
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| Management Tenure | 6 Years |
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| Fund Inception | 12/06/2000 |
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Trailing Total Returns - PSSMX
as of 03/31/2025
| Timeframe | PSSMX | S&P 500 | Small Blend |
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| 1 Month | -6.25% | -5.63% | -6.07% |
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| 3 Month | -9.14% | -4.27% | -8.05% |
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| Year-to-Date | -9.14% | -4.27% | -8.05% |
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| 1 Year | -4.20% | 8.25% | -3.54% |
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| 3 Year | -0.05% | 9.06% | 2.02% |
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| 5 Year | 14.20% | 18.59% | 15.28% |
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| 10 Year | 6.71% | 12.50% | 6.64% |
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| Since Inception | 8.34% | 10.98% | -- |
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Sector Allocation - PSSMX
as of 03/31/2025
| Basic Materials | | 3.72% |
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| Consumer Cyclical | | 14.51% |
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| Financial Services | | 18.02% |
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| Real Estate | | 9.28% |
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| Consumer Defensive | | 4.50% |
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| Healthcare | | 10.70% |
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| Utilities | | 1.77% |
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| Communication Services | | 2.66% |
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| Energy | | 4.43% |
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| Industrials | | 17.79% |
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| Technology | | 12.62% |
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Asset Allocation - PSSMX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 99.23 | 99.23 |
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| Bond | 0.00 | | | 0.10 | 0.10 |
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| Other | 0.00 | | | 0.00 | 0.00 |
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| Foreign Stock | 0.00 | | | 0.62 | 0.62 |
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| Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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| Total | 0.00 | | | 99.95 | 99.95 |
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| Cash | 1.48 | | | 1.54 | 0.06 |
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| Total Net Assets | $1.27B |
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| Total Stock Holdings | 602 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - PSSMX
as of 03/31/2025
Valuation & Growth - PSSMX
as of 03/31/2025
| Valuation | PSSMX | Category Range |
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| Price/Earnings | 16.94 | |
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| Price/Book | 1.77 | |
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| Price/Sales | 1.03 | |
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| Price/Cash Flow | 9.21 | |
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| Dividend Yield | 1.85 | |
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| LT Earnings | 11.78 | |
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| Historical Earnings | 6.29 | |
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| Sales Growth | 3.79 | |
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| Cash-Flow Growth | 0.09 | |
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| Book-Value Growth | 3.71 | |
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