PSBJX Mutual Fund

PSBJX Mutual Fund (Principal SmallCap Fund Class J) is managed by Principal Funds with $207.1M in net assets. PSBJX expense ratio is 0.97%, holding 115 positions across sectors including Industrials, Health Care, Financials. 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 5.27%, paid annually.

PSBJX top holdings include Advanced Energy Industries, Inc. (2.3%), Sitime Corp (2.3%), Modine Manufacturing Company (2.0%), Credo Technology Group Holding Ltd Ordinary Shares (1.9%), Insmed Inc (1.8%). 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.