Principal Bond & Mtg Securities R2
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-547-7754
| Category: | Intermediate-Term Bond | | Fund Family: | Principal Funds | | Net Assets: | 29.83M | | Year-to-Date Return: | 19.52% | | Yield: | 3.50% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Dec-00 |
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William C. Armstrong
Lead Manager since
06-Dec-00 | | | Armstrong is a portfolio manager with Principal Global Investors. He joined the Principal Financial Group in 1992. Armstrong holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks current income. The fund normally invests at least 80% of net assets in intermediate maturity fixed-income or debt securities rated BBB or higher by Standard & Poor's Rating Service ("S&P") or Baa or higher by Moody's Investors Service, Inc. ("Moody's"). It may invest the rest of assets in preferred and common stock; or securities rated less than the four highest grades of S&P or Moody's but not lower than CCC- (S&P) or Caa (Moody's). |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
(6-Dec-04):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 226.70% |
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| Expense | PBMNX | Category
Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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