PSMLX Mutual Fund

PSMLX Mutual Fund (Principal SmallCap Fund Class R6) is managed by Principal Funds with $492.6M in net assets. PSMLX expense ratio is 0.73%, holding 115 positions across sectors including Health Care, Financials, Industrials. 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 6.04%. PSMLX dividend yield stands at 4.61%, paid annually.

PSMLX top holdings include Huron Consulting Group Inc (2.0%), Old National Bancorp/In Common Stock (1.8%), Umb Financial Corp. (1.7%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.7%), Southwest Gas Holdings Inc Common Stock Usd 1 (1.5%). 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.