PMOAX Mutual Fund

PMOAX Mutual Fund (Principal Opportunistic Municipal Fund Class A) is managed by Principal Funds with $37.9M in net assets. PMOAX expense ratio is 1.07%, holding 169 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2012-06-14.

PMOAX performance shows a YTD return of 1.07%. The 1-year return is 7.05% and the 5-year return is -0.66%. PMOAX dividend yield stands at 4.14%, paid monthly.

PMOAX top holdings include California Public Finance Authority 6.5% 06/01/2054 (2.6%), New Hope Cultural Edu Facs Fin Nhpfac 07/56 Fixed 6.5 (2.3%), Lower Al Gas Dist Gas Proj Revenue (2.0%), Atlanta Ga Dev Auth Rev 0.065 2048-12-15 (2.0%), Dormitory Authority Of The State Of New York, Revenue Bonds, Pace University, Series 2024A 5.5 2049-05-01 (1.8%). Go to all PMOAX holdings, PMOAX sectors, or PMOAX dividends.

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