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    Principal Inflation Protection A (PITAX)

    8.45 Up 0.04(0.48%) Apr 28
    Prev Close:8.45
    YTD Return*:3.56%
    Net Assets*:1.70B
    Yield*:0.69%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for PITAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Us 2yr Note (Cbt) Jun169.77N/A
    US Treasury Note5.71N/A
    US Treasury TIP 1.125%5.45N/A
    2.1% Interest Rate Swaption4.40N/A
    US Treasury TIP4.28N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.7B
    Category:Inflation-Protected Bond
    Annual Report Expense Ratio (net):0.90%

    Performance & Risk

    YTD Return:3.56%
    5y Avg Return:2.00%
    Rank in Category (ytd):60
    % Rank in Category (ytd):24.1%
    Beta (3y):1.49
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to provide current income and real (after inflation) total returns. The fund invests primarily in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. It normally maintains an average portfolio duration that is within ±20% of the duration of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index. The fund also invests in foreign securities, U.S. Treasuries and agency securities. View More
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