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    Principal Preferred Securities R1 (PUSAX)

    9.99 Up 0.01(0.10%) May 2
    Prev Close:9.99
    YTD Return*:-0.24%
    Net Assets*:5.14B

    * As of 31-Mar-16

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


    • No Headlines available for PUSAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    General Elec FRN3.34N/A
    Jpmorgan Chase FRN2.94N/A
    Centaur Fdg Pfd 144A1.75N/A
    Rabobank Nederland 144A FRN1.62N/A
    Qbe Cap Fdg Iii 144A FRN1.59N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.14B
    Category:Preferred Stock
    Annual Report Expense Ratio (net):1.58%

    Performance & Risk

    YTD Return:-0.24%
    5y Avg Return:5.88%
    Rank in Category (ytd):73
    % Rank in Category (ytd):148.98%
    Beta (3y):0.77
    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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