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Principal SmallCap S&P 600 Index R3 Fund (PSSMX)

Fund performance review and position details on Principal SmallCap S&P 600 Index R3 Fund (PSSMX)

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

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) HighlightPrincipal SmallCap S&P 600 Index R3 Fund (PSSMX) Fund Summary

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) statistics as of May 30, 2016

Category: Small Blend
Fund Family: Principal Funds
Net Asset: $1.14B
Yield: 0.57%
Year-to-Date Return: 5.22%
Morningstar rating: 4

 

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) CostPrincipal SmallCap S&P 600 Index R3 Fund (PSSMX) Cost

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Small Blend average): 0.73% (1.22%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 19.90%

 

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) PerformancePrincipal SmallCap S&P 600 Index R3 Fund (PSSMX) Performance

Most current Principal SmallCap S&P 600 Index R3 Fund (PSSMX) Performance

1-month Performance (Small Blend category median performance): 1.58% (1.79%)
3-month Performance (Small Blend category median performance): 11.08% (10.88%)
1 Year Performance (Small Blend category median performance): -0.52% (-5.18%)
3 Year Performance (Small Blend category median performance): 9.08% (6.96%)
5 Year Performance (Small Blend category median performance): 9.79% (7.84%)
Number of Years of positive return: 11 years
Number of Years of negative return: 4 years
3 year Alpha (Small Blend category average): -1.79 (-4.16)
3 year Beta (Small Blend category average): 1.03 (1.06)
3 year Sharpe Ratio: 0.68
3 year Treynor: 8.75

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) topholdingTop Stock Holdings in Principal SmallCap S&P 600 Index R3 Fund (PSSMX)

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 R3 Fund (PSSMX) Portfolio AllocationPrincipal SmallCap S&P 600 Index R3 Fund (PSSMX) Fund Portfolio Allocation

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) Fund Portfolio Allocation data as of 04/2016

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

 

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) 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 R3-0.529.089.79
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 R3 Fund (PSSMX) PerformanceOther Financial Data Web Sites on Principal SmallCap S&P 600 Index R3 Fund (PSSMX)

Addition research sites for Principal SmallCap S&P 600 Index R3 Fund (PSSMX)

 

Principal SmallCap S&P 600 Index R3 Fund (PSSMX) Related ResourcesSee more information on Principal SmallCap S&P 600 Index R3 (PSSMX) Fund

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