PSBPX Mutual Fund

PSBPX Mutual Fund (Principal SmallCap Fund Class R-5) is managed by Principal Funds with $35.6M in net assets. PSBPX expense ratio is 0.99%, holding 108 positions across sectors including Health Care, Financials, Industrials. Inception date: 2000-12-06.

PSBPX performance shows a YTD return of 6.93%. The 1-year return is 10.60% and the 5-year return is 3.39%. PSBPX dividend yield stands at 0.04%, paid annually.

PSBPX top holdings include Solaris Oilfield Infrastructure Inc Com Cl A (2.0%), Old National Bancorp/In Common Stock (1.8%), Insmed Inc (1.7%), Umb Financial Corp. (1.6%), Huron Consulting Group Inc (1.6%). Go to all PSBPX holdings, PSBPX sectors, or PSBPX dividends.

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