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 Dow Down 0.16% Nasdaq Up 0.40%

Principal Preferred Securities R2 (PPRSX)

10.42 Up 0.01(0.10%) Jul 23
Prev Close:10.41
YTD Return*:9.08%
Net Assets*:4.76B
Yield*:4.66%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for PPRSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Jpmorgan Chase FRN2.57N/A
Qbe Cap Fdg Iii 144A FRN1.88N/A
Prudential Finl FRN1.71N/A
Rabobank Nederland 144A FRN1.59N/A
Nationwide Finl Svcs FRN1.49N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:4.76B
Category:Preferred Stock
Annual Report Expense Ratio (net):1.45%

Performance & Risk

YTD Return:9.08%
5y Avg Return:13.10%
Rank in Category (ytd):60
% Rank in Category (ytd):146.34%
Beta (3y):0.42
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide current income. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in preferred securities at the time of each purchase. It concentrates its investments (invests more than 25% of its net assets) in securities in the U.S. and non-U.S. financial services (i.e., banking, insurance and commercial finance,) industry. The fund also regularly invests in the real estate investment trust (i.e. REIT) and utility industries. View More
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