PSBJX Mutual Fund
PSBJX Mutual Fund
Principal SmallCap Fund Class J

PSBJX Mutual Fund Overview
PSBJX Mutual Fund (Principal SmallCap Fund Class J) is managed by Principal Funds with $213.6M in net assets. PSBJX expense ratio is 0.97%, holding 115 positions across sectors including Industrials, Financials, Health Care. Inception date: 2001-03-01.
PSBJX performance shows a YTD return of 13.14%. The 1-year return is 35.54% and the 5-year return is 6.07%. PSBJX dividend yield stands at 5.07%, paid annually.
PSBJX top holdings include Modine Manufacturing Company (2.3%), Principal Government Money Market Fund - Class R-6 (2.1%), Advanced Energy Industries Inc. (2.0%), Insmed Inc (2.0%), Sterling Construction Co Inc (1.7%). View all PSBJX holdings, sector breakdown, or dividend history.
PSBJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSBJX alternatives are available via the screener, along with tax-loss harvesting opportunities.