• FirefoxInstall the new Firefox »
  •  Dow Up 0.86% Nasdaq Up 0.90%

    Principal SAM Flexible Income R5 (PFIFX)

    12.51 0.00(0.00%) Mar 2
    Prev Close:12.51
    YTD Return*:0.33%
    Net Assets*:2.11B

    * As of 31-Jan-15

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


    • No Headlines available for PFIFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Income Instl30.78N/A
    Principal Government & High Qual Bd Inst10.52N/A
    Principal Equity Income Inst9.81N/A
    Principal Short-Term Income Inst9.48N/A
    Principal High Yield Inst8.14N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.11B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.57%

    Performance & Risk

    YTD Return:0.33%
    5y Avg Return:7.30%
    Rank in Category (ytd):45
    % Rank in Category (ytd):5.75%
    Beta (3y):0.56
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide a high level of total return (consisting of reinvestment of income with some capital appreciation). The fund operates as a fund of funds. It: (1) Generally invests between 55% and 95% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; (2) Generally invests between 5% and 45% of its assets in equity funds, and less than 30% in any one equity fund; (3) Generally invests less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund. The fund may temporarily exceed these percentage ranges for short periods. View More
    Your browser doesn't support canvas
    Submit Feedback