PSBMX Mutual Fund

PSBMX Mutual Fund (Principal SmallCap Fund Class R-3) is managed by Principal Funds with $13.4M in net assets. PSBMX expense ratio is 1.30%, holding 115 positions across sectors including Industrials, Health Care, Financials. Inception date: 2000-12-06.

PSBMX performance shows a YTD return of 13.63%. The 1-year return is 26.92% and the 5-year return is 5.46%. PSBMX dividend yield stands at 4.91%, paid annually.

PSBMX 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 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.