PLARX Mutual Fund (Principal SmallCap Value Fund II Class R-5) is managed by Principal Funds with $8.0M in net assets. PLARX expense ratio is 1.14%, holding 1553 positions across sectors including Financials, Industrials, Unknown. Inception date: 2004-06-01.

PLARX performance shows a YTD return of 15.01%. The 1-year return is 30.22% and the 5-year return is 8.48%. PLARX dividend yield stands at 7.68%, paid annually.

PLARX 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 PLARX holdings, sector breakdown, or dividend history.

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