POMFX Mutual Fund

POMFX Mutual Fund (Principal Opportunistic Municipal Fund Institutional Class) is managed by Principal Funds with $146.6M in net assets. POMFX expense ratio is 0.80%, holding 169 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2015-03-10.

POMFX performance shows a YTD return of 1.18%. The 1-year return is 7.29% and the 5-year return is -0.39%. POMFX dividend yield stands at 4.39%, paid monthly.

POMFX 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 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.