PSPIX Mutual Fund

PSPIX Mutual Fund (Principal SmallCap S&P 600 Index Fund Class R6) is managed by Principal Funds with $725.6M in net assets. PSPIX expense ratio is 0.17%, holding 629 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-11-22.

PSPIX performance shows a YTD return of 20.72%. The 1-year return is 23.95% and the 5-year return is 7.85%. PSPIX dividend yield stands at 9.04%, paid annually.

PSPIX top holdings include Formfactor, Inc. (0.7%), Viasat Inc (0.7%), Molina Healthcare Inc_None_0 (0.7%), Brightspring Health (0.6%), Argan, Inc. (0.6%). Go to all PSPIX holdings, PSPIX sectors, or PSPIX dividends.

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