PSTWX Mutual Fund

PSTWX Mutual Fund (Principal SmallCap Value Fund II Class R4) is managed by Principal Funds with $3.9M in net assets. PSTWX expense ratio is 1.32%, holding 1553 positions across various sectors. Inception date: 2004-06-01.

PSTWX performance shows a YTD return of 13.44%. The 1-year return is 26.52% and the 5-year return is 11.38%. PSTWX dividend yield stands at 0.74%, paid annually.

PSTWX top holdings include a diversified portfolio. View all PSTWX holdings, sector breakdown, or dividend history.

PSTWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSTWX alternatives are available via the screener, along with tax-loss harvesting opportunities.