Principal Fds, Inc. Smallcap S&p 600 Index Fd Cl R-3: (MF: PSSMX)
(NASDAQ Mutual Funds) As of Oct 3, 2024 08:00 PM ET
$28.29 USD
-0.21 (-0.74%)
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth. The fund attempts to mirror the investment performance of the index by allocating the fund's assets in approximately the same weightings as the S&P 600. Dividends and capital gains are distributed annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Principal SmCap S&P 600 R3 | PSSMX | NA | NA | 0.00 | 0.25 | 0.15 | 0.73 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Principal SmCap S&P 600 R3 | PSSMX | 28.50 | 12/6/2000 | 0.83 | 16.46 | 2.06 | 9.91 |
Principal SmCap S&P 600 R5 | PSSPX | 28.26 | 12/6/2000 | 1.08 | 16.78 | 2.37 | 10.25 |
Principal SmCap S&P 600 R4 | PSSSX | 28.03 | 12/6/2000 | 0.97 | 16.69 | 2.26 | 10.12 |
Principal SmCap S&P 600 Inst | PSSIX | 26.80 | 3/25/2004 | 1.34 | 17.08 | 2.61 | 10.48 |
Principal SmCap S&P 600 J | PSSJX | 24.27 | 1/27/2004 | 1.29 | 16.86 | 2.40 | 10.27 |
Principal SmCap S&P 600 R1 | PSAPX | 26.10 | 8/11/2006 | 0.61 | 16.08 | 1.74 | 9.57 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Principal SmCap S&P 600 R3 | PSSMX | 0 | 0 | 0 | A |
Contact Information
Family | Principal Financial Group |
Address | 711 High St Des Moines, IA 50392 |
Phone | 800 986-3343 |