PLARX Mutual Fund

PLARX Mutual Fund (Principal SmallCap Value Fund II Class R-5) is managed by Principal Funds with $7.9M in net assets. PLARX expense ratio is 1.14%, holding 1553 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2004-06-01.

PLARX performance shows a YTD return of 15.64%. The 1-year return is 28.31% and the 5-year return is 9.15%. PLARX dividend yield stands at 7.64%, paid annually.

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

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