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Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Ranking and Research
Ranking, Research and Recommendation of Principal SmallCap S&P 600 Index R3 (PSSMX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Thomas L. Kruchten
Fund Manager Information
Fund Manager Tenure: 8.0 yearsSimilar Funds: PSSIX PSSJX PSSNX PSSPX PSSSX
Fund Family: Principal Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82) (What does this score mean?)
Thomas L. Kruchten has been with Principal Global Investors, LLC since 2005. He earned a B.A. in finance from the University of Northern Iowa. Mr. Kruchten has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Iowa. Get more insights on Thomas L. Kruchten
Principal SmallCap S&P 600 Index R3 Fund (PSSMX) Profile
Fund Profile and Description
Principal SmallCap S&P 600 Index R3 Fund seeks long-term growth of capital. Principal SmallCap S&P 600 Index R3 Fund normally invests at least 80% of the assets in common stocks of companies that compose the Standard & Poorâs (âS&Pâ) SmallCap 600 index. It attempts to mirror the investment performance of the index by allocating the fundâs assets in approximately the same weightings as the S&P SmallCap 600 index.
What we like about Principal SmallCap S&P 600 Index R3 (PSSMX) Fund
Data for Principal SmallCap S&P 600 Index R3 Fund (PSSMX) as of May 30, 2016
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) management has been with Principal SmallCap S&P 600 Index R3 Fund for 8.0 years
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) has good short-term performance (1-year return -0.52% vs -5.18% Small Blend category median performance)
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) has good mid-term performance (3-year return 9.08% vs 6.96% Small Blend category median performance)
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) has good Long-term performance (5-year return 9.79% vs 7.84% Small Blend category median performance)
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) ratio of up-years vs down years is greater than 2
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) has a Morningstar rating of 4 and above
- Asset base in Principal SmallCap S&P 600 Index R3 Fund (PSSMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) has an annual stock turnover rate of 19.90% vs Small Blend average of 52.13%. It is good that Principal SmallCap S&P 600 Index R3 management does not trade extensively for its return.
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.08, lower than category average of 14.58
- Principal SmallCap S&P 600 Index R3 Fund (PSSMX) has a lower expense ratio than its Small Blend average: 0.73% vs 1.22%
What we are cautious about Principal SmallCap S&P 600 Index R3 (PSSMX) Fund
Data for Principal SmallCap S&P 600 Index R3 Fund (PSSMX) as of May 30, 2016
- Even though Principal SmallCap S&P 600 Index R3 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
What do you think?
Compare with other top Small Blend category mutual funds
Aadditional top Small Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Principal SmallCap S&P 600 Index R3 | 5.22 | -0.52 | 9.08 | 9.79 | |
Voya Small Company W (ISMWX) | 5.84 | 0.39 | 9.50 | 9.36 | Compare |
Natixis Vaughan Nelson Small Cap Value A (NEFJX) | 4.84 | -1.74 | 10.70 | 10.01 | Compare |
CRM Small Cap Value Instl (CRISX) | 4.71 | -1.57 | 8.11 | 6.99 | Compare |
See top fund managers for Small Blend Category Funds
Compare with Small Blend category ETFs
Some Small Blend ETFs for your consideration
ETF | Year to Date | One Year | Three Year | SPDR S&P 600 Small Cap ETF (SLY) | 5.61% | 0.29% | 9.84% | Wilshire Micro-Cap ETF (WMCR) | 0 | 0 | 0 | Vanguard Small-Cap ETF (VB) | 0 | 0 | 0 | Vanguard S&P Small-Cap 600 ETF (VIOO) | 0 | 0 | 0 | WisdomTree SmallCap Earnings ETF (EES) | 0 | 0 | 0 |
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Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Net Asset
Track net asset change of Principal SmallCap S&P 600 Index R3 fund (PSSMX)
Date | Net Asset |
05/2016 | $1.14B |
03/2016 | $1.13B |
02/2016 | $1.05B |
Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Portfolio Allocation
Track portfolio allocation change of Principal SmallCap S&P 600 Index R3 fund (PSSMX)
Date | Cash | Stock | Bond | Other |
04/2016 | 1.39% | 98.6% | 0% | 0% |
02/2016 | 2.92% | 97.07% | 0% | 0% |
01/2016 | 2.99% | 97% | 0% | 0% |
Top 10 Holdings in Principal SmallCap S&P 600 Index R3 (PSSMX) Fund
Discover what Principal SmallCap S&P 600 Index R3 Fund (PSSMX) manager is buying
Click here for Stock Holding Change Map in Principal SmallCap S&P 600 Index R3 Fund (PSSMX)
Latest News on Principal SmallCap S&P 600 Index R3 (PSSMX) Fund
See what is happening with Principal SmallCap S&P 600 Index R3 Fund (PSSMX)
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See more information on Principal SmallCap S&P 600 Index R3 (PSSMX) Fund
Popular pages on Principal SmallCap S&P 600 Index R3 (PSSMX) Fund
- Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Research and Recommendation
- Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Performance Data
- Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Manager Information
- Historic Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Asset Allocation Report
- Historic Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Top 10 Holding Tracking
- Historic Principal SmallCap S&P 600 Index R3 (PSSMX) Fund Asset Under Management Tracking