PHYTX Mutual Fund

PHYTX Mutual Fund (Principal High Yield Fund Institutional Class) is managed by Principal Funds with $1.18B in net assets. PHYTX expense ratio is 0.61%, holding 447 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 1998-07-28.

PHYTX performance shows a YTD return of 1.50%. The 1-year return is 4.17% and the 5-year return is 3.83%. PHYTX dividend yield stands at 6.46%, paid monthly.

PHYTX top holdings include Principal Government Money Market Fund - Class R-6 (1.3%), Us Treasury N/B 3.88% 30Apr2030 (1.1%), Energy Transfer Lp Energy Transfer Lp (0.8%), Echostar Corp 10.75 11/30/2029 (0.8%), Srm Escrow Issuer, Llc 611/01/2028 (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.