PSPIX Mutual Fund

PSPIX Mutual Fund (Principal SmallCap S&P 600 Index Fund Class R6) is managed by Principal Funds with $639.9M in net assets. PSPIX expense ratio is 0.17%, holding 610 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-11-22.

PSPIX performance shows a YTD return of 17.54%. The 1-year return is 20.46% and the 5-year return is 5.97%. PSPIX dividend yield stands at 1.20%, paid annually.

PSPIX top holdings include Formfactor, Inc. (0.7%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (0.6%), Viasat Inc (0.6%), Glaukos Corp (0.6%), Quorvo Inc (0.5%). 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.