PMSAX Mutual Fund

PMSAX Mutual Fund (Principal Global Multi-Strategy Fund Class A) is managed by Principal Funds with $36.7M in net assets. PMSAX expense ratio is 1.78%, holding 3835 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-10-24.

PMSAX performance shows a YTD return of 5.84%. The 1-year return is 8.09% and the 5-year return is 5.76%. PMSAX dividend yield stands at 5.01%, paid annually.

PMSAX top holdings include Cash Offset (19.2%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (18.4%), Recv Total Return Swap 12/31/2026 (3.9%), Cash & Receivables (2.9%), United States Treasury Bill 05/13/2027 (2.0%). Go to all PMSAX holdings, PMSAX sectors, or PMSAX dividends.

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