PSBMX Mutual Fund

PSBMX Mutual Fund (Principal SmallCap Fund Class R-3) is managed by Principal Funds with $13.2M in net assets. PSBMX expense ratio is 1.30%, holding 115 positions across sectors including Health Care, Financials, Industrials. 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 4.94%, paid annually.

PSBMX 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 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.