PSBJX Mutual Fund

PSBJX Mutual Fund (Principal SmallCap Fund Class J) is managed by Principal Funds with $186.1M in net assets. PSBJX expense ratio is 0.97%, holding 108 positions across sectors including Health Care, Financials, Industrials. Inception date: 2001-03-01.

PSBJX performance shows a YTD return of 6.93%. The 1-year return is 10.60% and the 5-year return is 3.40%. PSBJX dividend yield stands at 0.12%, paid annually.

PSBJX top holdings include Solaris Oilfield Infrastructure Inc Com Cl A (2.0%), Old National Bancorp/In Common Stock (1.8%), Insmed Inc (1.7%), Umb Financial Corp. (1.6%), Huron Consulting Group Inc (1.6%). Go to all PSBJX holdings, PSBJX sectors, or PSBJX dividends.

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