PSMVX Mutual Fund (Principal SmallCap Value Fund II Class R6) is managed by Principal Funds with $1.06B in net assets. PSMVX expense ratio is 0.89%, holding 1553 positions across sectors including Financials, Industrials, Unknown. Inception date: 2014-11-25.

PSMVX performance shows a YTD return of 15.06%. The 1-year return is 39.47% and the 5-year return is 10.21%. PSMVX dividend yield stands at 7.68%, paid annually.

PSMVX 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 PSMVX holdings, sector breakdown, or dividend history.

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