Principal Hi Qual Interm-Term Bond R4
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: | 2.04M | | Year-to-Date Return: | 11.77% | | Yield: | 7.90% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Dec-00 |
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Timothy R. Warrick
Lead Manager since
01-Nov-02 | | | Warrick is a co-portfolio manager at Principal with responsibility for the U.S. multi-sector product with focus on the management of U.S. credit instruments. He joined Principal in 1990. In 1996, Warrick joined ReliaStar Investment Research, Inc. and was responsible for multiple asset classes, including corporate bonds and leveraged bank loans. He rejoined Principal in 1998 as a portfolio manager. Warrick 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 primarily invests in intermediate-term fixed-income securities A rated or higher by Standard & Poor's Rating Service ("S&P") or Moody's Investors Service, Inc. ("Moody's"). It normally invests at least 80% of assets in securities issued or guaranteed by the U.S. government or its agencies or instrumentalities; mortgage-backed securities representing an interest in a pool of mortgage loans; debt securities and taxable municipal bonds; and securities issued or guaranteed by the governments of Canada or the United Kingdom payable in U.S. dollars. |
| Last Dividend
(19-Dec-08):
| 0.67 | | Last Cap Gain
(6-Dec-05):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 226.70% |
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| Expense | PHISX | 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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