3 / 5 Stars
4 5 3 4 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#41 in Small Blend
U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 31.01 percent over the past year, 15.71 percent over the past three years, 26.77 percent over the past five years, and 9.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.3%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||26.8%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term growth of capital. The fund normally 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 at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund invests in index futures and options and exchange-traded funds ("ETFs") on a daily basis to gain exposure to the index in an effort to minimize tracking error relative to the benchmark.
Fees are Above Average compared to funds in the same category.
Principal SmallCap S&P 600 Index Fund has an expense ratio of 0.91 percent.
Risk is Average compared to funds in the same category according to Morningstar.