PSLIX Mutual Fund
PSLIX Mutual Fund
PSLIX Mutual Fund
Principal SmallCap Fund Institutional Class
PSLIX Mutual Fund Overview
PSLIX Mutual Fund (Principal SmallCap Fund Institutional Class) is managed by Principal Funds with $617.0M in net assets. PSLIX expense ratio is 0.85%, holding 115 positions across sectors including Health Care, Financials, Industrials. Inception date: 2001-03-01.
PSLIX performance shows a YTD return of 13.87%. The 1-year return is 27.42% and the 5-year return is 5.93%. PSLIX dividend yield stands at 4.52%, paid annually.
PSLIX 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 PSLIX holdings, PSLIX sectors, or PSLIX dividends.
PSLIX can be compared against other funds. Use PSLIX overlap to find shared positions, or PSLIX vs another fund for a side-by-side view. PSLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.