PSLIX Mutual Fund

PSLIX Mutual Fund (Principal SmallCap Fund Institutional Class) is managed by Principal Funds with $630.2M in net assets. PSLIX expense ratio is 0.85%, holding 115 positions across sectors including Industrials, Health Care, Financials. 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 4.50%, paid annually.

PSLIX 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 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.