PSMLX Mutual Fund

PSMLX Mutual Fund (Principal SmallCap Fund Class R6) is managed by Principal Funds with $835.6M in net assets. PSMLX expense ratio is 0.73%, holding 115 positions across sectors including Industrials, Financials, Health Care. Inception date: 2016-11-22.

PSMLX performance shows a YTD return of 14.00%. The 1-year return is 27.59% and the 5-year return is 7.01%. PSMLX dividend yield stands at 4.59%, paid annually.

PSMLX top holdings include Modine Manufacturing Company (2.3%), Principal Government Money Market Fund - Class R-6 (2.1%), Advanced Energy Industries, Inc. (2.0%), Insmed Inc (2.0%), Sterling Construction Company Inc (1.7%). 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.