PSSSX Mutual Fund

PSSSX Mutual Fund

NAV$31.02
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Fund Essentials

Net Assets
$28M
Expense Ratio
0.54%
Dividend Yield (Current)
0.93%
Holdings
609
Inception Date
Dec 6, 2000
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+17.02%
1 Year+27.56%
3 Year+4.41%
5 Year+9.37%
10 Year+9.14%

Asset Allocation

Stocks: 97.44%
Bonds: 0.27%
Cash: 1.33%
Other: 0.96%
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Dividend Summary

View Details →
Dividend Yield (Current)
0.93%
Frequency
Annually
Latest Distribution
$0.18
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PSSSX Mutual Fund Overview

PSSSX Mutual Fund (Principal SmallCap S&P 600 Index Fund Class R-4) is managed by Principal Funds with $28.2M in net assets. PSSSX expense ratio is 0.54%, holding 609 positions across various sectors. Inception date: 2000-12-06.

PSSSX performance shows a YTD return of 17.02%. The 1-year return is 27.56% and the 5-year return is 9.37%. PSSSX dividend yield stands at 0.93%, paid annually.

PSSSX top holdings include a diversified portfolio. Go to all PSSSX holdings, PSSSX sectors, or PSSSX dividends.

PSSSX can be compared against other funds. Use PSSSX overlap to find shared positions, or PSSSX vs another fund for a side-by-side view. PSSSX alternatives are available via the screener, along with tax-loss harvesting opportunities.