PHYTX Mutual Fund

PHYTX Mutual Fund (Principal High Yield Fund Institutional Class) is managed by Principal Funds with $1.08B in net assets. PHYTX expense ratio is 0.61%, holding 459 positions across sectors including Financials, Energy, Consumer Discretionary. Inception date: 1998-07-28.

PHYTX performance shows a YTD return of 2.38%. The 1-year return is 3.98% and the 5-year return is 3.92%. PHYTX dividend yield stands at 7.02%, paid monthly.

PHYTX top holdings include Principal Funds, Inc - Government Money Market Fund - 3.58 12/31/2049 (1.7%), Energy Transfer Lp 6.5 02/15/2056 (0.9%), Smyrna Ready Mix Concrete Llc 6 11/01/2028 (0.8%), Echostar Corp 10.75 11/30/2029 (0.8%), California Buyer/Atlanti Sr Unsecured 144A 02/32 6.375 (0.8%). Go to all PHYTX holdings, PHYTX sectors, or PHYTX dividends.

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