Principal Short-Term Bond A
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Short-Term Bond | | Fund Family: | Principal Funds | | Net Assets: | 58.07M | | Year-to-Date Return: | 13.07% | | Yield: | 5.21% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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Craig Dawson
Lead Manager since
01-Mar-05 | | | Dawson joined Principal in 1998 and became a portfolio manager in 2002. He is manages ultra short, high quality short, stable value and global strategic income portfolios. Dawson previously managed corporate bond portfolios and multi-sector portfolios. Dawson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks current income. The fund invests primarily in short-term fixed-income securities. It normally invests at least 80% of assets in securities issued or guaranteed by the U.S. government or agencies or instrumentalities; debt securities of U.S. issuers rated in the four highest grades by Standard & Poor's Rating Service or Moody's Investors Service, Inc. or, if unrated, in the opinion of the Sub-Advisor, of comparable quality; and mortgage-backed securities. The fund may invest up to 15% of assets in below-investment-grade fixed-income securities. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 107.45% |
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| Expense | PLTBX | Category
Avg | | Total Expense Ratio: | 0.79%
| 0.91% | | Max 12b1 Fee: | 0.15%
| N/A | | Max Front End Sales Load: | 2.25%
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 472 | $405 | | 5 Yr Expense Projection*: |
$ 654 | $645 | | 10 Yr Expense Projection*: |
$ 1,181 | $1,328 |
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