PLLAX Mutual Fund

PLLAX Mutual Fund (Principal SmallCap Fund Class A) is managed by Principal Funds with $295.3M in net assets. PLLAX expense ratio is 1.11%, holding 115 positions across sectors including Industrials, Financials, Health Care. 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 5.63%. PLLAX dividend yield stands at 4.84%, paid annually.

PLLAX top holdings include Modine Manufacturing Company (2.3%), Principal Government Money Market Fund - Class R-6 (2.1%), Advanced Energy Industries, Inc. (2.0%), Insmed Inc (2.0%), Sterling Construction Company Inc (1.7%). 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.