Principal SmallCap S&P 600 Index R5
PSSPX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Des Moines, IA 50392 San Francisco CA United States of America 94105
- IPO Date
- Dec 6, 2000
- CIK
- 0000898745
- Website
- schwab.com
- Similar Companies
- Business
- Principal SmallCap S&P 600 Index Fund R-5 (PSSPX) is an open-end mutual fund that seeks long-term growth of capital by investing at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities comprising the S&P SmallCap 600 Index; the fund employs derivative strategies, such as futures contracts, and invests in exchange-traded funds (ETFs) to replicate the index's performance, which targets U.S. small-cap equities with representative risk/return characteristics of the small-cap universe. It offers institutional investors the R-5 share class with a net expense ratio of 0.42%, annual dividend distributions including income, short-term capital gains, and long-term capital gains, and a portfolio heavily weighted toward financial services (17.77%), industrials (16.25%), technology (14.81%), consumer cyclical (13.32%), and healthcare (10.19%) sectors, primarily in U.S. stocks (99.56% allocation). As of late 2025, total fund assets stand at approximately $1.24 billion, with top holdings including Principal Government Money Market R-6, Hecla Mining Co., SPX Technologies Inc., Dycom Industries Inc., and BorgWarner Inc.; the fund is managed by Tyler O'Donnell, CFA (since August 2023), and Aaron Siebel, CFA (since October 2018). Launched on December 6, 2000, and domiciled in the United States, PSSPX operates within the small blend category and is available for sale to U.S. investors through Principal Funds, Inc., with no minimum initial investment required for the R-5 class. The fund tracks the S&P SmallCap 600 Index benchmark closely, delivering year-to-date returns of 5.80% and 10-year annualized returns of 8.82% as of November 30, 2025, amid a Morningstar Neutral Medalist rating reflecting strengths in process but average people pillar scores. No major strategic changes, such as acquisitions, partnerships, funding rounds, new product launches, or reorganizations, have been reported for PSSPX in the last 1-2 years; the fund maintains its core passive indexing approach without significant operational shifts.