PSLIX Mutual Fund

PSLIX Mutual Fund (Principal SmallCap Fund Institutional Class) is managed by Principal Funds with $517.3M in net assets. PSLIX expense ratio is 0.85%, holding 108 positions across sectors including Health Care, Financials, Industrials. Inception date: 2001-03-01.

PSLIX performance shows a YTD return of 6.14%. The 1-year return is 11.38% and the 5-year return is 4.55%. PSLIX dividend yield stands at 0.18%, paid annually.

PSLIX 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 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.