PSBPX Mutual Fund

PSBPX Mutual Fund (Principal SmallCap Fund Class R-5) is managed by Principal Funds with $40.1M in net assets. PSBPX expense ratio is 0.99%, holding 115 positions across sectors including Industrials, Health Care, Financials. 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 4.45%, paid annually.

PSBPX 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 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.