PSMIX Mutual Fund
PSMIX Mutual Fund
Principal Global Multi-Strategy Fund Institutional Class
PSMIX Mutual Fund Overview
PSMIX Mutual Fund (Principal Global Multi-Strategy Fund Institutional Class) is managed by Principal Funds with $419.9M in net assets. PSMIX expense ratio is 1.47%, holding 2880 positions across sectors including Unknown, Other, Financials. Inception date: 2011-10-24.
PSMIX performance shows a YTD return of 4.79%. The 1-year return is 12.52% and the 5-year return is 5.99%. PSMIX dividend yield stands at 5.26%, 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%). View all PSMIX holdings, sector breakdown, or dividend history.
PSMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.