PLLAX Mutual Fund

PLLAX Mutual Fund (Principal SmallCap Fund Class A) is managed by Principal Funds with $281.3M in net assets. PLLAX expense ratio is 1.11%, holding 115 positions across sectors including Industrials, Health Care, Financials. 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 4.84%, paid annually.

PLLAX top holdings include Advanced Energy Industries, Inc. (2.3%), Sitime Corp (2.3%), Modine Manufacturing Company (2.0%), Credo Technology Group Holding Ltd Ordinary Shares (1.9%), Insmed Inc (1.8%). 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.