PHYTX Mutual Fund

PHYTX Mutual Fund (Principal High Yield Fund Institutional Class) is managed by Principal Funds with $1.09B in net assets. PHYTX expense ratio is 0.61%, holding 453 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 1998-07-28.

PHYTX performance shows a YTD return of -1.56%. The 1-year return is -0.60% and the 5-year return is 3.33%. PHYTX dividend yield stands at 6.60%, paid monthly.

PHYTX top holdings include Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.9%), Cash & Receivables (1.6%), Energy Transfer Lp Energy Transfer Lp (0.9%), Srm Escrow Issuer, Llc 611/01/2028 (0.8%), Jazz Securities Dac 4.375 1/15/2029 (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.