PSBPX Mutual Fund

PSBPX Mutual Fund (Principal SmallCap Fund Class R-5) is managed by Principal Funds with $39.3M in net assets. PSBPX expense ratio is 0.99%, holding 115 positions across sectors including Health Care, Financials, Industrials. Inception date: 2000-12-06.

PSBPX performance shows a YTD return of 13.83%. The 1-year return is 27.26% and the 5-year return is 5.78%. PSBPX dividend yield stands at 4.46%, paid annually.

PSBPX 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 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.