Principal Inflation Protection R2
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-547-7754
| Category: | Inflation-Protected Bond | | Fund Family: | Principal Funds | | Net Assets: | 730.00K | | Year-to-Date Return: | 5.44% | | Yield: | 0.11% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-04 |
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Brian Weinstein
Lead Manager since
31-Dec-08 | | | Weinstein, managing director, is a co-head of the Global/Non-Dollar Portfolio Team within BlackRock's Fixed Income Portfolio Management Group. Mr. Weinstein moved to his current role in the Portfolio Management Group in 2002. He joined BlackRock in 2000 as an analyst in the Portfolio Analytics Group after spending several summers with BlackRock as an intern. |
| 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 current income and real (after-inflation) total returns. The fund normally invests primarily in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. It may invest up to 15% of assets in non-investment-grade bonds (high-yield or junk bonds) or securities of emerging-market issuers. The fund may also invest up to 25% of assets in non-dollar denominated securities of non-U.S. issuers, and may invest without limit in U.S. dollar denominated securities of non-U.S. issuers. |
| Last Dividend
(30-Oct-09):
| 0.01 | | Last Cap Gain
(6-Dec-05):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 224.95% |
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| Expense | PBSAX | Category
Avg | | Total Expense Ratio: | 1.16%
| 0.85% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | %
| 4.09% | | Max Deferred Sales Load: | %
| 2.30% | | 3 Yr Expense Projection*: |
$ 368 | $411 | | 5 Yr Expense Projection*: |
$ 638 | $662 | | 10 Yr Expense Projection*: |
$ 1,409 | $1,341 |
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