PSMVX Mutual Fund

PSMVX Mutual Fund (Principal SmallCap Value Fund II Class R6) is managed by Principal Funds with $1.01B in net assets. PSMVX expense ratio is 0.89%, holding 1806 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2014-11-25.

PSMVX performance shows a YTD return of 9.52%. The 1-year return is 14.68% and the 5-year return is 9.03%. PSMVX dividend yield stands at 1.20%.

PSMVX top holdings include Principal Government Money Market R-6 (2.6%), Avantor Inc (1.4%), Revvity Inc (1.2%), GATX Corporation (1.1%), Coca-cola Consolidated Inc (1.0%). 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.