- What does PSSPX invest in?
- Under normal circumstances, the fund 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. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe.
- What is the expense ratio of PSSPX?
- Principal SmallCap S&P 600 Index R5 (PSSPX) charges an expense ratio of 0.42%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PSSPX?
- Principal SmallCap S&P 600 Index R5 (PSSPX) manages $1.38B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PSSPX actively managed or an index fund?
- PSSPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PSSPX launched?
- Principal SmallCap S&P 600 Index R5 (PSSPX) launched in December 2000 and is managed by Principal.
- How has PSSPX performed?
- PSSPX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
