POMFX Mutual Fund

POMFX Mutual Fund (Principal Opportunistic Municipal Fund Institutional Class) is managed by Principal Funds with $117.5M in net assets. POMFX expense ratio is 0.80%, holding 153 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2015-03-10.

POMFX performance shows a YTD return of -2.89%. The 1-year return is -1.32% and the 5-year return is -0.35%. POMFX dividend yield stands at 5.06%, paid monthly.

POMFX top holdings include California Public Finance Authority 6.5% 06/01/2054 (2.7%), California St Muni Fin Auth Se Regd Oid B/E 6.75000000 (2.1%), Atlanta Ga Dev Auth Rev 0.065 2048-12-15 (2.0%), Lower Al Gas Dist Gas Proj Revenue (1.9%), Dormitory Authority Of The State Of New York, Revenue Bonds, Pace University, Series 2024A 5.5 2049-05-01 (1.8%). Go to all POMFX holdings, POMFX sectors, or POMFX dividends.

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