PSMVX Mutual Fund

PSMVX Mutual Fund (Principal SmallCap Value Fund II Class R6) is managed by Principal Funds with $997.8M in net assets. PSMVX expense ratio is 0.89%, holding 1589 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2014-11-25.

PSMVX performance shows a YTD return of 14.63%. The 1-year return is 20.33% and the 5-year return is 8.15%. PSMVX dividend yield stands at 1.15%, paid annually.

PSMVX top holdings include Principal Funds, Inc - Government Money Market Fund - Class R-6 (2.7%), Revvity Inc (1.3%), Clean Harbors Inc (1.1%), GATX Corporation (1.1%), Rambus Inc (1.1%). Go to all PSMVX holdings, PSMVX sectors, or PSMVX dividends.

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