PLARX Mutual Fund

NAV$12.88

AUM$7M

TER1.14%

Holdings1,589

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PLARX Mutual Fund

NAV$12.88

Principal SmallCap Value Fund II Class R-5

AUM$7M

TER1.14%

Holdings1,589

See how much of PLARX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	United States	North America	94.62%
2	United Kingdom	Europe	1.08%
3	Canada	North America	1.03%
4	Bermuda	North America	0.88%
5	Australia	Asia-Pacific	0.87%
6	Switzerland	Europe	0.25%
7	Ireland	Europe	0.22%
8	Israel	Middle East & Africa	0.14%
9	Netherlands	Europe	0.07%
10	Puerto Rico	North America	0.02%
11	Marshall Islands	Asia-Pacific	0.02%
12	Cayman Islands	Latin America	0.01%
13	Japan	Asia-Pacific	0.00%
14	Luxembourg	Europe	0.00%
15	India	Asia Pacific	0.00%
16	Greece	EMEA	0.00%
17	Colombia	Latin America	0.00%
18	Saudi Arabia	Middle East & Africa	0.00%
19	Brazil	Latin America	0.00%
20	Belgium	Europe	0.00%

PLARX Mutual Fund Geographic Allocation

PLARX geographic allocation spans United States (94.6%), United Kingdom (1.1%), Canada (1.0%), Bermuda (0.9%), Australia (0.9%). The fund covers 7 regions.

PLARX country exposure helps investors assess international diversification and geopolitical risk. PLARX sectors alongside geography give a fuller picture of portfolio allocation.