PSMVX Mutual Fund

PSMVX Mutual Fund (Principal SmallCap Value Fund II Class R6) is managed by Principal Funds with $1.09B in net assets. PSMVX expense ratio is 0.89%, holding 1553 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2014-11-25.

PSMVX performance shows a YTD return of 16.89%. The 1-year return is 28.62% and the 5-year return is 9.43%. PSMVX dividend yield stands at 7.64%, paid annually.

PSMVX top holdings include Principal Government Money Market Fund - Class R-6 (3.7%), Ishares Russell 2000 Value ETF (2.7%), Cushman & Wakefield Llc (1.5%), Element Solutions Inc (1.4%), Artisan Partners Asset Management, Inc. (1.3%). 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.