Principal Preferred Securities Inst (PPSIX)
10.18 0.01(0.10%) Dec 3
* As of 31-Oct-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for PPSIX at this time.
|Symbol||% Assets||YTD Return %|
|Goldman Sachs Cap I 6.345%||3.77||N/A|
|Prudential Finl FRN||2.57||N/A|
|Qbe Cap Fdg Iii 144A FRN||1.94||N/A|
|Catlin Ins Co 144A FRN||1.65||N/A|
|Rabobank Nederland 144A FRN||1.61||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.75%|
Performance & Risk
|5y Avg Return:||16.71%|
|Rank in Category (ytd):||32|
|% Rank in Category (ytd):||82.05%|
|Morningstar Risk Rating:||3|
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 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