PSMLX Mutual Fund

PSMLX Mutual Fund (Principal SmallCap Fund Class R6) is managed by Principal Funds with $456.5M in net assets. PSMLX expense ratio is 0.73%, holding 114 positions across sectors including Health Care, Financials, Industrials. Inception date: 2016-11-22.

PSMLX performance shows a YTD return of 6.27%. The 1-year return is 11.52% and the 5-year return is 5.28%. PSMLX dividend yield stands at 0.28%.

PSMLX top holdings include Old National Bancorp/In Common Stock (1.8%), Jfrog Ltd (1.7%), Insmed Inc (1.7%), Huron Consulting Group Inc (1.7%), Patterson-Uti Energy Inc (1.7%). Go to all PSMLX holdings, PSMLX sectors, or PSMLX dividends.

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