PSMJX Mutual Fund

PSMJX Mutual Fund (Principal SmallCap Value Fund II Class J) is managed by Principal Funds with $21.1M in net assets. PSMJX expense ratio is 1.21%, holding 1806 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2009-03-02.

PSMJX performance shows a YTD return of 9.32%. The 1-year return is 14.38% and the 5-year return is 8.68%. PSMJX dividend yield stands at 0.96%.

PSMJX 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 PSMJX holdings, PSMJX sectors, or PSMJX dividends.

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