PSBJX Mutual Fund

PSBJX Mutual Fund (Principal SmallCap Fund Class J) is managed by Principal Funds with $202.7M in net assets. PSBJX expense ratio is 0.97%, holding 115 positions across sectors including Health Care, Financials, Industrials. Inception date: 2001-03-01.

PSBJX performance shows a YTD return of 13.79%. The 1-year return is 27.31% and the 5-year return is 5.79%. PSBJX dividend yield stands at 5.30%, paid annually.

PSBJX top holdings include Huron Consulting Group Inc (2.0%), Old National Bancorp/In Common Stock (1.8%), Umb Financial Corp. (1.7%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.7%), Southwest Gas Holdings Inc Common Stock Usd 1 (1.5%). 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.