Principal SAM Flexible Income J (PFIJX)
12.12 0.14(1.14%) Dec 18
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for PFIJX at this time.
|Symbol||% Assets||YTD Return %|
|Principal Income Inst||28.59||N/A|
|Principal Government & High Qual Bd Inst||15.80||N/A|
|Principal Equity Income Inst||8.08||N/A|
|Principal Short-Term Income Inst||7.67||N/A|
|Principal High Yield Inst||5.09||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.69%|
Performance & Risk
|5y Avg Return:||10.41%|
|Rank in Category (ytd):||53|
|% Rank in Category (ytd):||7.34%|
|Morningstar Risk Rating:||2|
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