Principal Income Inst
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Intermediate-Term Bond | | Fund Family: | Principal Funds | | Net Assets: | 818.37M | | Year-to-Date Return: | 22.11% | | Yield: | 6.02% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Mar-98 |
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John R. Friedl
Lead Manager since
01-Mar-05 | | | Friedl has been responsible for the day-to-day management of the Income Fund since January 1, 2008. Prior to that, Friedl had served as co-manager of the predecessor Income Fund with Gary Pokrzywinski since March 2005. He has been employed as an investment professional at Edge since August 1998. |
| 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 to provide a high level of current income consistent with preservation of capital. The fund invests primarily in a diversified pool of fixed-income securities including corporate securities, U.S. government securities, and mortgage-backed securities (including collateralized mortgage obligations), up to 35% of which may be in below investment-grade fixed-income securities (sometimes called "junk bonds"). The fund may also invest in convertible securities and REIT securities. |
| Last Dividend
(30-Nov-09):
| 0.05 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 226.70% |
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| Expense | PIOIX | 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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