PJARX Mutual Fund

PJARX Mutual Fund (Principal SmallCap Value Fund II Class R-3) is managed by Principal Funds with $6.3M in net assets. PJARX expense ratio is 1.45%, holding 1553 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2004-06-01.

PJARX performance shows a YTD return of 16.63%. The 1-year return is 27.86% and the 5-year return is 8.82%. PJARX dividend yield stands at 7.83%, paid annually.

PJARX top holdings include Principal Government Money Market Fund - Class R-6 (3.7%), Ishares Russell 2000 Value ETF (2.7%), Cushman & Wakefield Ltd. Common Shares (1.5%), Element Solutions Inc (1.4%), Artisan Partners Asset Management, Inc. (1.3%). Go to all PJARX holdings, PJARX sectors, or PJARX dividends.

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