PPNMX Mutual Fund

PPNMX Mutual Fund (Principal SmallCap Growth Fund I Class R-3) is managed by Principal Funds with $17.6M in net assets. PPNMX expense ratio is 1.44%, holding 1223 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2000-12-06.

PPNMX performance shows a YTD return of 17.74%. The 1-year return is 29.22% and the 5-year return is 4.23%. PPNMX dividend yield stands at 11.48%, paid annually.

PPNMX top holdings include Principal Government Money Market Fund - Class R-6 (3.4%), Bloom Energy Corporation Com Cl A (1.9%), Guardant Health Inc (1.8%), Kratos Defense & Security Solutions, Inc. (1.7%), Modine Manufacturing Company (1.5%). Go to all PPNMX holdings, PPNMX sectors, or PPNMX dividends.

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