PLASX Mutual Fund
NAV$17.95
AUM$2M
TER1.50%
Holdings735
PLASX Mutual Fund
NAV$17.95
Principal MidCap Value Fund Class R1
AUM$2M
TER1.50%
Holdings735
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PLASX Mutual Fund Overview
PLASX Mutual Fund (Principal MidCap Value Fund Class R1) is managed by Principal Funds with $2.1M in net assets. PLASX expense ratio is 1.50%, holding 735 positions across various sectors. Inception date: 2004-11-01.
PLASX performance shows a YTD return of 18.69%. The 1-year return is 20.94% and the 5-year return is 10.69%. PLASX dividend yield stands at 0.48%, paid annually.
PLASX top holdings include a diversified portfolio. View all PLASX holdings, sector breakdown, or dividend history.
PLASX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLASX alternatives are available via the screener, along with tax-loss harvesting opportunities.