Principal Income R5 (PIOQX)
9.58 0.02(0.21%) Dec 4
* As of 31-Oct-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for PIOQX at this time.
|Symbol||% Assets||YTD Return %|
|Meritor 144A Cv 7.875%||0.97||N/A|
|Exterran Partners Lp/ Exlp Fin 144A 6%||0.96||N/A|
|Penske Truck Leasing Co L P 144A 3.75%||0.95||N/A|
|Ads Waste Escrow 144A 8.25%||0.92||N/A|
|Ford Motor Credit Co 3.984%||0.88||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.76%|
Performance & Risk
|5y Avg Return:||9.72%|
|Rank in Category (ytd):||15|
|% Rank in Category (ytd):||1.38%|
|Morningstar Risk Rating:||4|
The investment seeks to provide a high level of current income consistent with preservation of capital.
The fund invests primarily in a diversified pool of fixed-income securities including corporate securities, U.S. government securities, and mortgage-backed securities, up to 35% of which may be in below investment grade bonds which are rated at the time of purchase Ba1 or lower by Moody's and BB+ or lower by S&P. It maintains an average portfolio duration that is within Â±25% of the duration of the Barclays Aggregate Bond Index. The fund also invests in foreign securities, including those from emerging markets, and REIT securities. View More