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Principal SmallCap S&P 600 Index J Fund (PSSJX)

Fund performance review and position details on Principal SmallCap S&P 600 Index J Fund (PSSJX)

    Last Trade: $ on , Change: (0%)

Principal SmallCap S&P 600 Index J Fund (PSSJX) HighlightPrincipal SmallCap S&P 600 Index J Fund (PSSJX) Fund Summary

Principal SmallCap S&P 600 Index J Fund (PSSJX) statistics as of May 30, 2016

Category: Small Blend
Fund Family: Principal Funds
Net Asset: $1.14B
Yield: 0.89%
Year-to-Date Return: 5.33%
Morningstar rating: 4

 

Principal SmallCap S&P 600 Index J Fund (PSSJX) CostPrincipal SmallCap S&P 600 Index J Fund (PSSJX) Cost

Principal SmallCap S&P 600 Index J Fund (PSSJX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Small Blend average): 0.49% (1.22%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 1.00%
Annual Holdings Turnover: 19.90%

 

Principal SmallCap S&P 600 Index J Fund (PSSJX) PerformancePrincipal SmallCap S&P 600 Index J Fund (PSSJX) Performance

Most current Principal SmallCap S&P 600 Index J Fund (PSSJX) Performance

1-month Performance (Small Blend category median performance): 1.59% (1.79%)
3-month Performance (Small Blend category median performance): 11.14% (10.88%)
1 Year Performance (Small Blend category median performance): -0.25% (-5.18%)
3 Year Performance (Small Blend category median performance): 9.31% (6.96%)
5 Year Performance (Small Blend category median performance): 9.96% (7.84%)
Number of Years of positive return: 10 years
Number of Years of negative return: 4 years
3 year Alpha (Small Blend category average): -1.54 (-4.16)
3 year Beta (Small Blend category average): 1.02 (1.06)
3 year Sharpe Ratio: 0.7
3 year Treynor: 9.01

Principal SmallCap S&P 600 Index J Fund (PSSJX) topholdingTop Stock Holdings in Principal SmallCap S&P 600 Index J Fund (PSSJX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Russell 2000 Index Mini Futures June161.37%N/A
Piedmont Natural Gas Company, I0.78%0.00%
ViaSat, Inc.0.55%0.00%
Medical Properties Trust, Inc. 0.51%0.00%
Southwest Gas Corporation Commo0.49%0.00%
EMCOR Group, Inc. Common Stock0.47%0.00%
Take-Two Interactive Software, 0.46%0.00%
Blackbaud, Inc.0.46%0.00%
PDC Energy, Inc.0.45%0.00%
Helen of Troy Limited0.45%0.00%
*Note: The price change will reset to 0 after the midnight

 

Principal SmallCap S&P 600 Index J Fund (PSSJX) Portfolio AllocationPrincipal SmallCap S&P 600 Index J Fund (PSSJX) Fund Portfolio Allocation

Principal SmallCap S&P 600 Index J Fund (PSSJX) Fund Portfolio Allocation data as of 04/2016

Stock98.6%
Bond0%
Cash1.39%
Other0%

 

Principal SmallCap S&P 600 Index J Fund (PSSJX) CompareCompare with other Small Blend category mutual funds

Below are some additional Small Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Principal SmallCap S&P 600 Index J-0.259.319.96
Voya Small Company W (ISMWX)0.399.509.36 Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)-1.7410.7010.01 Compare
CRM Small Cap Value Instl (CRISX)-1.578.116.99 Compare

See top fund managers for Small Blend Category Funds

 

Principal SmallCap S&P 600 Index J Fund (PSSJX) PerformanceOther Financial Data Web Sites on Principal SmallCap S&P 600 Index J Fund (PSSJX)

Addition research sites for Principal SmallCap S&P 600 Index J Fund (PSSJX)

 

Principal SmallCap S&P 600 Index J Fund (PSSJX) Related ResourcesSee more information on Principal SmallCap S&P 600 Index J (PSSJX) Fund

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