PLARX Mutual Fund

PLARX Mutual Fund (Principal SmallCap Value Fund II Class R-5) is managed by Principal Funds with $7.3M in net assets. PLARX expense ratio is 1.14%, holding 1806 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2004-06-01.

PLARX performance shows a YTD return of 9.38%. The 1-year return is 14.38% and the 5-year return is 8.75%. PLARX dividend yield stands at 0.97%.

PLARX 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 PLARX holdings, PLARX sectors, or PLARX dividends.

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