PSMLX Mutual Fund

PSMLX Mutual Fund (Principal SmallCap Fund Class R6) is managed by Principal Funds with $349.5M in net assets. PSMLX expense ratio is 0.73%, holding 108 positions across sectors including Health Care, Financials, Industrials. Inception date: 2016-11-22.

PSMLX performance shows a YTD return of 7.19%. The 1-year return is 10.90% and the 5-year return is 3.65%. PSMLX dividend yield stands at 0.28%, paid annually.

PSMLX top holdings include Solaris Energy Infrastructure Inc Class A (2.0%), Old National Bancorp (1.8%), Insmed Inc (1.7%), Umb Financial Corp. (1.6%), Huron Consulting Group Inc (1.6%). Go to all PSMLX holdings, PSMLX sectors, or PSMLX dividends.

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