PPNPX Mutual Fund

PPNPX Mutual Fund (Principal SmallCap Growth Fund I Class R-5) is managed by Principal Funds with $35.2M in net assets. PPNPX expense ratio is 1.13%, holding 1223 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2000-12-06.

PPNPX performance shows a YTD return of 18.04%. The 1-year return is 29.64% and the 5-year return is 4.55%. PPNPX dividend yield stands at 8.94%, paid annually.

PPNPX 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 PPNPX holdings, PPNPX sectors, or PPNPX dividends.

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