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. Go to all PSTWX holdings, PSTWX sectors, or PSTWX dividends.

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