PNASX Mutual Fund

PNASX Mutual Fund

NAV$11.16
See how much of PNASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$2M
Expense Ratio
1.75%
Dividend Yield (Current)
-
Holdings
1,223
Inception Date
Nov 1, 2004
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+21.95%
1 Year+32.03%
3 Year+0.00%
5 Year+8.43%
10 Year+9.78%

Asset Allocation

Stocks: 95.69%
Cash: 3.28%
Other: 1.03%
See how much of PNASX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$2.45
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PNASX Mutual Fund Overview

PNASX Mutual Fund (Principal SmallCap Growth Fund I Class R-1) is managed by Principal Funds with $1.7M in net assets. PNASX expense ratio is 1.75%, holding 1223 positions across various sectors. Inception date: 2004-11-01.

PNASX performance shows a YTD return of 21.95%. The 1-year return is 32.03% and the 5-year return is 8.43%.

PNASX top holdings include a diversified portfolio. Go to all PNASX holdings, PNASX sectors, or PNASX dividends.

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