PCMFX Mutual Fund

PCMFX Mutual Fund (Principal California Municipal Fund Institutional Class) is managed by Principal Funds with $305.4M in net assets. PCMFX expense ratio is 0.60%, holding 218 positions across sectors including Financials, Utilities, Industrials. Inception date: 2015-02-27.

PCMFX performance shows a YTD return of 0.15%. The 1-year return is 4.73% and the 5-year return is 0.02%. PCMFX dividend yield stands at 3.46%, 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 4 07/01/2038 (1.6%), California Health Facilities Financing Authority Revenue (kaiser Permanente) Put (1.6%). Go to all PCMFX holdings, PCMFX sectors, or PCMFX dividends.

PCMFX can be compared against other funds. Use PCMFX overlap to find shared positions, or PCMFX vs another fund for a side-by-side view. PCMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.