PSMIX Mutual Fund

PSMIX Mutual Fund (Principal Global Multi-Strategy Fund Institutional Class) is managed by Principal Funds with $454.0M in net assets. PSMIX expense ratio is 1.47%, holding 2880 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-10-24.

PSMIX performance shows a YTD return of 5.56%. The 1-year return is 12.56% and the 5-year return is 6.13%. PSMIX dividend yield stands at 5.22%, paid annually.

PSMIX top holdings include Principal Funds, Inc - Government Money Market Fund - Class R-6 (20.4%), U.S. Treasury 3.75% 11/30/2032 (2.3%), Total Return Swaps (1.1%), Verus Securitization Trust, Series 2026-2, Class A1, 4.59% 2/25/2071 (0.9%), Ishares Floating Rate Bond Etf (0.9%). Go to all PSMIX holdings, PSMIX sectors, or PSMIX dividends.

PSMIX can be compared against other funds. Use PSMIX overlap to find shared positions, or PSMIX vs another fund for a side-by-side view. PSMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.