Smallcap Sp 600 Fund Quote
| PSPIX Fund | USD 25.35 0.14 0.56% |
PerformanceGood
| Odds Of DistressLow
|
Smallcap is trading at 25.35 as of the 28th of July 2025; that is 0.56% up since the beginning of the trading day. The fund's open price was 25.21. Smallcap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 29th of April 2025 and ending today, the 28th of July 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
Smallcap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Small Blend Funds, Small Blend, Principal Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Smallcap Sp 600 [PSPIX] is traded in USA and was established 28th of July 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 6.13%.
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
| CHE | Chemed Corp | Stock | Health Care | |
| IART | Integra LifeSciences Holdings | Stock | Health Care | |
| CACI | CACI International | Stock | Information Technology | |
| IRDM | Iridium Communications | Stock | Communication Services | |
| MRCY | Mercury Systems | Stock | Industrials | |
| NKTR | Nektar Therapeutics | Stock | Health Care | |
| TREX | Trex Company | Stock | Industrials | |
| EVR | Evercore Partners | Stock | Financials |
Smallcap Top Holders
| PHTTX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2020 | |
| PLJTX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2050 | |
| PHJFX | Principal Lifetime Hybrid | Mutual Fund | Target-Date Retirement | |
| PHJGX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2060+ | |
| PLMTX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2040 | |
| PHJBX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2055 | |
| PLHHX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2065+ | |
| PHJEX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2040 |
Smallcap Sp 600 Risk Profiles
| Mean Deviation | 0.8986 | |||
| Semi Deviation | 0.8435 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 |
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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