PJARX Mutual Fund

PJARX Mutual Fund (Principal SmallCap Value Fund II Class R-3) is managed by Principal Funds with $6.3M in net assets. PJARX expense ratio is 1.45%, holding 1806 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2004-06-01.

PJARX performance shows a YTD return of 9.13%. The 1-year return is 14.01% and the 5-year return is 8.43%. PJARX dividend yield stands at 0.81%.

PJARX top holdings include Principal Government Money Market R-6 (2.6%), Avantor Inc (1.4%), Revvity Inc (1.2%), GATX Corporation (1.1%), Coca-cola Consolidated Inc (1.0%). Go to all PJARX holdings, PJARX sectors, or PJARX dividends.

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