Principal Bond Market Index R4
Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Map
Phone: 800-222-5852
| Category: | Intermediate-Term Bond | | Fund Family: | Principal Funds | | Net Assets: | 1.74B | | Year-to-Date Return: | -0.36% | | Yield: | 1.81% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 29, 2009 |
|
Gregg Lee
Lead Manager since Dec 30, 2010 | | | Mr. Lee joined Mellon Capital in 1989. He earned a B.S. from University of California at Davis
in Managerial Economics. He has earned the right to use the Chartered Financial Analyst designation. |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks to provide current income.
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in debt securities held by the Barclays U.S. Aggregate Bond Index at the time of purchase. The index is composed of investment grade, fixed rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of one year or more. It employs a passive investment approach designed to attempt to track the performance of the index. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 18, 2012)
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 144.00% | | Average for Category: | 167.72% |
|
| Expense | PBIPX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.64% | 0.89% | | Prospectus Net Expense Ratio: | 0.64% | N/A | | Prospectus Gross Expense Ratio: | 0.64% | N/A | | Max 12b1 Fee: | 0.10% | N/A | | Max Front End Sales Load: | N/A | 4.08% | | Max Deferred Sales Load:
| N/A | 2.32% | | 3 Yr Expense Projection*: | 205 | 430 | | 5 Yr Expense Projection*: | 357 | 664 | | 10 Yr Expense Projection*: | 798 | 1,321 |
|
|
0.49%