PSMJX Mutual Fund (Principal SmallCap Value Fund II Class J) is managed by Principal Funds with $23.0M in net assets. PSMJX expense ratio is 1.21%, holding 1553 positions across sectors including Financials, Industrials, Unknown. Inception date: 2009-03-02.

PSMJX performance shows a YTD return of 14.98%. The 1-year return is 34.01% and the 5-year return is 9.05%. PSMJX dividend yield stands at 11.87%, paid annually.

PSMJX top holdings include Principal Government Money Market Fund - Class R-6 (3.7%), Ishares Russell 2000 Value ETF (2.7%), Cushman & Wakefield Ltd. (1.5%), Element Solutions Inc Common Stock Usd 0.01 (1.4%), Artisan Partners Asset Management Inc. (1.3%). View all PSMJX holdings, sector breakdown, or dividend history.

PSMJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSMJX alternatives are available via the screener, along with tax-loss harvesting opportunities.