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Principal SmallCap S&P 600 Index R5

PSSPX
19.85
+0.34
+1.74%
2/12/2016
5 Years
  • Previous Close

    19.51

  • Net Assets

    153.09M

  • Yield

    0.97%

  • Front load

    None

  • Expenses

    0.42%

  • Category

    Small Blend

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Principal Funds

Fund Style

Open

Fund Manager

Thomas Kruchten

Investment Style

Small Blend

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") SmallCap 600 Index at the time of each purchase. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund invests in index futures and equity ETFs on a daily basis to gain exposure to the index in an effort to minimize tracking error relative to the benchmark.

Purchase Information

Initial Purchase 0
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

12/6/2000

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