PSBMX Mutual Fund

PSBMX Mutual Fund (Principal SmallCap Fund Class R-3) is managed by Principal Funds with $12.2M in net assets. PSBMX expense ratio is 1.30%, holding 114 positions across sectors including Health Care, Financials, Industrials. Inception date: 2000-12-06.

PSBMX performance shows a YTD return of 5.80%. The 1-year return is 10.88% and the 5-year return is 4.70%.

PSBMX top holdings include Old National Bancorp/In Common Stock (1.8%), Insmed Inc (1.7%), Jfrog Ltd (1.7%), Huron Consulting Group Inc (1.7%), Patterson-Uti Energy Inc (1.7%). Go to all PSBMX holdings, PSBMX sectors, or PSBMX dividends.

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