PSMJX Mutual Fund

PSMJX Mutual Fund (Principal SmallCap Value Fund II Class J) is managed by Principal Funds with $23.5M in net assets. PSMJX expense ratio is 1.21%, holding 1553 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2009-03-02.

PSMJX performance shows a YTD return of 16.79%. The 1-year return is 28.29% and the 5-year return is 9.71%. PSMJX dividend yield stands at 11.81%, paid annually.

PSMJX top holdings include Principal Government Money Market Fund - Class R-6 (3.7%), Ishares Russell 2000 Value ETF (2.7%), Cushman & Wakefield Llc (1.5%), Element Solutions Inc (1.4%), Artisan Partners Asset Management, Inc. (1.3%). Go to all PSMJX holdings, PSMJX sectors, or PSMJX dividends.

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