PLLAX Mutual Fund

PLLAX Mutual Fund (Principal SmallCap Fund Class A) is managed by Principal Funds with $275.5M in net assets. PLLAX expense ratio is 1.11%, holding 115 positions across sectors including Health Care, Financials, Industrials. Inception date: 2005-06-28.

PLLAX performance shows a YTD return of 13.74%. The 1-year return is 27.14% and the 5-year return is 5.64%. PLLAX dividend yield stands at 4.87%, paid annually.

PLLAX top holdings include Huron Consulting Group Inc (2.0%), Old National Bancorp/In Common Stock (1.8%), Umb Financial Corp. (1.7%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.7%), Southwest Gas Holdings Inc Common Stock Usd 1 (1.5%). Go to all PLLAX holdings, PLLAX sectors, or PLLAX dividends.

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