PJARX Mutual Fund
PJARX Mutual Fund
Principal SmallCap Value Fund II Class R-3
PJARX Mutual Fund Overview
PJARX Mutual Fund (Principal SmallCap Value Fund II Class R-3) is managed by Principal Funds with $6.4M in net assets. PJARX expense ratio is 1.45%, holding 1553 positions across sectors including Financials, Industrials, Unknown. Inception date: 2004-06-01.
PJARX performance shows a YTD return of 14.86%. The 1-year return is 29.84% and the 5-year return is 8.14%. PJARX dividend yield stands at 7.89%, paid annually.
PJARX top holdings include Principal Government Money Market Fund - Class R-6 (3.7%), Ishares Russell 2000 Value ETF (2.7%), Cushman & Wakefield Ltd. (1.5%), Element Solutions Inc (1.4%), Artisan Partners Asset Management, Inc. (1.3%). View all PJARX holdings, sector breakdown, or dividend history.
PJARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PJARX alternatives are available via the screener, along with tax-loss harvesting opportunities.