PSBMX Mutual Fund (Principal SmallCap Fund Class R-3) is managed by Principal Funds with $16.7M in net assets. PSBMX expense ratio is 1.30%, holding 115 positions across sectors including Industrials, Financials, Health Care. Inception date: 2000-12-06.

PSBMX performance shows a YTD return of 17.18%. The 1-year return is 35.07% and the 5-year return is 6.11%. PSBMX dividend yield stands at 4.72%, paid annually.

PSBMX top holdings include Modine Manufacturing Company (2.3%), Principal Government Money Market Fund - Class R-6 (2.1%), Advanced Energy Industries, Inc. (2.0%), Insmed Inc Common Stock (2.0%), Sterling Construction Co Inc (1.7%). View all PSBMX holdings, sector breakdown, or dividend history.

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