PSBPX Mutual Fund (Principal SmallCap Fund Class R-5) is managed by Principal Funds with $40.8M in net assets. PSBPX expense ratio is 0.99%, holding 115 positions across sectors including Industrials, Financials, Health Care. Inception date: 2000-12-06.

PSBPX performance shows a YTD return of 17.36%. The 1-year return is 41.97% and the 5-year return is 7.05%. PSBPX dividend yield stands at 4.27%, paid annually.

PSBPX 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 PSBPX holdings, sector breakdown, or dividend history.

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