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    Principal Income P (PIMPX)

    9.61 Up 0.02(0.21%) Jul 2
    Prev Close:9.59
    YTD Return*:1.77%
    Net Assets*:3.14B
    Yield*:3.38%

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for PIMPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Meritor Cv 7.875%0.75N/A
    Exterran Partners Lp/ Exlp Fin 6%0.75N/A
    Oracle 0.21%0.75N/A
    Penske Truck Leasing Co L P 144A 3.75%0.73N/A
    Ads Waste Hldgs 8.25%0.70N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.14B
    Category:Intermediate-Term Bond
    Annual Report Expense Ratio (net):0.68%

    Performance & Risk

    YTD Return:1.77%
    5y Avg Return:5.31%
    Rank in Category (ytd):7
    % Rank in Category (ytd):0.65%
    Beta (3y):0.99
    Morningstar Risk Rating:4

    Fund Summary

    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, up to 35% of which may be in below investment grade bonds which are rated at the time of purchase Ba1 or lower by Moody's and BB+ or lower by S&P. It maintains an average portfolio duration that is within ±25% of the duration of the Barclays U.S. Aggregate Bond Index. The fund also invests in foreign securities and real estate investment trust ("REIT") securities. View More
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