PSMLX Mutual Fund
PSMLX Mutual Fund
Principal SmallCap Fund Class R6
PSMLX Mutual Fund Overview
PSMLX Mutual Fund (Principal SmallCap Fund Class R6) is managed by Principal Funds with $898.1M in net assets. PSMLX expense ratio is 0.73%, holding 115 positions across sectors including Industrials, Financials, Health Care. Inception date: 2016-11-22.
PSMLX performance shows a YTD return of 17.53%. The 1-year return is 42.17% and the 5-year return is 7.30%. PSMLX dividend yield stands at 4.41%, paid annually.
PSMLX 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 Company Inc (1.7%). View all PSMLX holdings, sector breakdown, or dividend history.
PSMLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.