Principal SmallCap S&P 600 Index Fund R-4 Class (PSSSX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.56% | 4.01% | -1.46% |
Year-to-Date | -0.85% | -0.72% | -0.13% |
1 Year | 14.13% | 0.00% | 14.13% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
43%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 43% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.54%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$695
Real cost (fees + lost compounding)
$859
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-1.33%