PLARX Mutual Fund

PLARX Mutual Fund (Principal SmallCap Value Fund II Class R-5) is managed by Principal Funds with $7.4M in net assets. PLARX expense ratio is 1.14%, holding 1589 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2004-06-01.

PLARX performance shows a YTD return of 14.48%. The 1-year return is 20.12% and the 5-year return is 7.88%. PLARX dividend yield stands at 0.93%, paid annually.

PLARX top holdings include Principal Funds, Inc - Government Money Market Fund - Class R-6 (2.7%), Revvity Inc (1.3%), Clean Harbors Inc (1.1%), GATX Corporation (1.1%), Rambus Inc (1.1%). 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.