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    Principal Preferred Securities J (PPSJX)

    9.76 Down 0.03(0.31%) Feb 5
    Prev Close:9.79
    YTD Return*:-0.40%
    Net Assets*:5.05B
    Yield*:4.96%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for PPSJX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Jpmorgan Chase FRN3.01N/A
    General Elec FRN2.19N/A
    Centaur Fdg Pfd 144A1.82N/A
    Rabobank Nederland 144A FRN1.72N/A
    Qbe Cap Fdg Iii 144A FRN1.67N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.05B
    Category:Preferred Stock
    Annual Report Expense Ratio (net):1.14%

    Performance & Risk

    YTD Return:-0.40%
    5y Avg Return:6.78%
    Rank in Category (ytd):19
    % Rank in Category (ytd):43.18%
    Beta (3y):0.77
    Morningstar Risk Rating:2

    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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