Smallcap Sp 600 Fund Quote

PSPIX Fund  USD 23.42  0.58  2.54%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Smallcap is trading at 23.42 as of the 15th of March 2025; that is 2.54% up since the beginning of the trading day. The fund's open price was 22.84. Smallcap has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of December 2024 and ending today, the 15th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard Poors SmallCap 600 Index. The index is designed to represent U.S. More on Smallcap Sp 600

Moving together with Smallcap Mutual Fund

  0.8SABPX Strategic Asset ManaPairCorr
  0.89SACAX Strategic Asset ManaPairCorr
  0.84SAGPX Strategic Asset ManaPairCorr

Moving against Smallcap Mutual Fund

  0.33PFIEX International EquityPairCorr
  0.31PGBLX Global Diversified IncomePairCorr

Smallcap Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Funds, Small Blend Funds, Small Blend, Principal Funds (View all Sectors)
Update Date31st of March 2025
Smallcap Sp 600 [PSPIX] is traded in USA and was established 15th of March 2025. Smallcap is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Principal Funds family. This fund at this time has accumulated 1.45 B in assets with no minimum investment requirementsSmallcap Sp 600 is currently producing year-to-date (YTD) return of 1.63% with the current yeild of 0.01%, while the total return for the last 3 years was 1.91%.
Check Smallcap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Smallcap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Smallcap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Smallcap Sp 600 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Smallcap Sp 600 Mutual Fund Constituents

ARWRArrowhead PharmaceuticalsStockHealth Care
NEONeoGenomicsStockHealth Care
VACMarriot Vacations WorldwideStockConsumer Discretionary
POWIPower IntegrationsStockInformation Technology
GTLSChart IndustriesStockIndustrials
HAEHaemoneticsStockHealth Care
SSDSimpson ManufacturingStockIndustrials
PRLBProto LabsStockIndustrials
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Smallcap Top Holders

PHTTXPrincipal Lifetime HybridMutual FundTarget-Date 2020
PLJTXPrincipal Lifetime HybridMutual FundTarget-Date 2050
PHJFXPrincipal Lifetime HybridMutual FundTarget-Date Retirement
PHJGXPrincipal Lifetime HybridMutual FundTarget-Date 2060+
PLMTXPrincipal Lifetime HybridMutual FundTarget-Date 2040
PHJBXPrincipal Lifetime HybridMutual FundTarget-Date 2055
PLHHXPrincipal Lifetime HybridMutual FundTarget-Date 2065+
PHJEXPrincipal Lifetime HybridMutual FundTarget-Date 2040
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Smallcap Sp 600 Risk Profiles

Smallcap Against Markets

Other Information on Investing in Smallcap Mutual Fund

Smallcap financial ratios help investors to determine whether Smallcap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Smallcap with respect to the benefits of owning Smallcap security.
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