PCMFX Mutual Fund
PCMFX Mutual Fund
Principal California Municipal Fund Institutional Class
PCMFX Mutual Fund Overview
PCMFX Mutual Fund (Principal California Municipal Fund Institutional Class) is managed by Principal Funds with $303.5M in net assets. PCMFX expense ratio is 0.60%, holding 218 positions across sectors including Other, Financials, Utilities. Inception date: 2015-02-27.
PCMFX performance shows a YTD return of 1.76%. The 1-year return is 6.07% and the 5-year return is 0.53%. PCMFX dividend yield stands at 3.48%, paid monthly.
PCMFX top holdings include California Public Finance Authority 6.5% 06/01/2054 (2.5%), California Housing Finance Agency, Municipal Certificate Revenue Bonds, Class A Series 2021-2 (1.8%), California Educational Facilities Authority (1.7%), San Diego County Regional Airport Authority 0.04 07/01/2038 (1.6%), California Health Facilities Financing Authority Revenue (kaiser Permanente) Put (1.6%). View all PCMFX holdings, sector breakdown, or dividend history.
PCMFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.