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Principal SmallCap S&P 600 Index R5 (PSSPX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal SmallCap S&P 600 Index R5 (PSSPX) Fund

    Last Trade: $25.89 on 8/21/2017, Change: -0.03 (-0.12%)

 

Graph of Principal SmallCap S&P 600 Index R5 Fund (PSSPX) ManagerFund Manager - Thomas L. Kruchten

Fund Manager Information

Fund Manager Tenure: 6.5 years
Similar Funds: PSSIX  PSSJX  PSSMX  PSSNX  PSSSX  PSAPX 
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

 

Graph of Principal SmallCap S&P 600 Index R5 Fund (PSSPX) ProfilePrincipal SmallCap S&P 600 Index R5 Fund (PSSPX) Profile

Fund Profile and Description

Principal SmallCap S&P 600 Index R5 Fund seeks long-term growth of capital. Principal SmallCap S&P 600 Index R5 Fund normally invests at least 80% of the assets in common stocks of companies that compose the Standard & Poor’s (“S&P”) SmallCap 600 index. It attempts to mirror the investment performance of the index by allocating the fund’s assets in approximately the same weightings as the S&P SmallCap 600 index.

 

Principal SmallCap S&P 600 Index R5 (PSSPX) Fund Strength What we like about Principal SmallCap S&P 600 Index R5 (PSSPX) Fund

Data for Principal SmallCap S&P 600 Index R5 Fund (PSSPX) as of May 30, 2016

  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) management has been with Principal SmallCap S&P 600 Index R5 Fund for 6.5 years
  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) has good short-term performance (1-year return -0.23% vs -5.18% Small Blend category median performance)
  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) has good mid-term performance (3-year return 9.41% vs 6.96% Small Blend category median performance)
  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) has good Long-term performance (5-year return 10.13% vs 7.84% Small Blend category median performance)
  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) ratio of up-years vs down years is greater than 2
  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) has a Morningstar rating of 4 and above
  • Asset base in Principal SmallCap S&P 600 Index R5 Fund (PSSPX) 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 R5 Fund (PSSPX) 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 R5 management does not trade extensively for its return.
  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.07, lower than category average of 14.58
  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) has a lower expense ratio than its Small Blend average: 0.42% vs 1.22%
  • Principal SmallCap S&P 600 Index R5 Fund (PSSPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Principal SmallCap S&P 600 Index R5 Fund (PSSPX) Weakness What we are cautious about Principal SmallCap S&P 600 Index R5 (PSSPX) Fund

Data for Principal SmallCap S&P 600 Index R5 Fund (PSSPX) as of May 30, 2016

See Principal SmallCap S&P 600 Index R5 Fund (PSSPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal SmallCap S&P 600 Index R5 Fund (PSSPX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal SmallCap S&P 600 Index R55.34-0.239.4110.13
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Principal SmallCap S&P 600 Index R5 Fund (PSSPX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Principal SmallCap S&P 600 Index R5 Fund (PSSPX) Net Asset TrackingPrincipal SmallCap S&P 600 Index R5 (PSSPX) Fund Net Asset

Track net asset change of Principal SmallCap S&P 600 Index R5 fund (PSSPX)

DateNet Asset
05/2016$1.14B
03/2016$1.13B
02/2016$1.05B
More historic net asset information on Principal SmallCap S&P 600 Index R5 Fund (PSSPX)

  

Graph of Principal SmallCap S&P 600 Index R5 Fund (PSSPX) Portfolio TrackingPrincipal SmallCap S&P 600 Index R5 (PSSPX) Fund Portfolio Allocation

Track portfolio allocation change of Principal SmallCap S&P 600 Index R5 fund (PSSPX)

DateCashStockBondOther
04/20161.39%98.6%0%0%
02/20162.92%97.07%0%0%
01/20162.99%97%0%0%
Click here to see more historic asset allocation information on Principal SmallCap S&P 600 Index R5 Fund (PSSPX)

 

graph of Principal SmallCap S&P 600 Index R5 Fund (PSSPX) Top 10 Position TrackingTop 10 Holdings in Principal SmallCap S&P 600 Index R5 (PSSPX) Fund

Discover what Principal SmallCap S&P 600 Index R5 Fund (PSSPX) manager is buying

Apr 29, 2016
Russell 2000 Index Mini Futures June16 [1.37%]
Piedmont Natural Gas Company, I [0.78%]
ViaSat, Inc. [0.55%]
Medical Properties Trust, Inc. [0.51%]
Southwest Gas Corporation Commo [0.49%]
EMCOR Group, Inc. Common Stock [0.47%]
Take-Two Interactive Software, [0.46%]
Blackbaud, Inc. [0.46%]
PDC Energy, Inc. [0.45%]
Helen of Troy Limited [0.45%]

Feb 28, 2016
Russell 2000 Index Mini Futures June16 [1.62%]
Piedmont Natural Gas Company, I [0.77%]
Heartland Payment Systems, Inc. [0.56%]
ViaSat, Inc. [0.52%]
Take-Two Interactive Software, [0.5%]
Medical Properties Trust, Inc. [0.49%]
Southwest Gas Corporation Commo [0.49%]
NorthWestern Corporation Common [0.47%]
EMCOR Group, Inc. Common Stock [0.47%]
Blackbaud, Inc. [0.47%]

Jan 30, 2016
Russell 2000 Mini Mar16 [2.95%]
Piedmont Natural Gas Company, I [0.79%]
Heartland Payment Systems, Inc. [0.57%]
ABIOMED, Inc. [0.56%]
NewJersey Resources Corporation [0.51%]
PrivateBancorp, Inc. [0.5%]
Healthcare Realty Trust Incorpo [0.49%]
Take-Two Interactive Software, [0.49%]
EMCOR Group, Inc. Common Stock [0.48%]
Blackbaud, Inc. [0.48%]
Click here for Stock Holding Change Map in Principal SmallCap S&P 600 Index R5 Fund (PSSPX)

  

Latest News on Principal SmallCap S&P 600 Index R5 (PSSPX) Fund

See what is happening with Principal SmallCap S&P 600 Index R5 Fund (PSSPX)

 

Principal SmallCap S&P 600 Index R5 Fund (PSSPX) Related ResourcesSee more information on Principal SmallCap S&P 600 Index R5 (PSSPX) Fund

Popular pages on Principal SmallCap S&P 600 Index R5 (PSSPX) Fund

  

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