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Principal Global Investors Funds - Preferred Securities Fund A Hedged Inc AUD (0P0001BKYW.BE)

Berlin - Berlin Delayed Price. Currency in AUD
10.630.00 (0.00%)
At close: 09:00PM CET

Principal Global Investors Funds - Preferred Securities Fund A Hedged Inc AUD

25-28 North Wall Quay

Management Information
Mark A. Lieb,Lead Manager since April 22, 2003
Prior to founding Spectrum in 1987, Mr. Lieb was a Founder, Director and Partner of DBL Preferred Management, Inc., a wholly owned corporate cash management subsidiary of Drexel Burnham Lambert, Inc. Mr. Lieb was instrumental in the formation and development of all aspects of DBL Preferred Management, Inc., including the daily management of preferred stock portfolios for institutional clients, hedging strategies, and marketing strategies. Mr. Lieb's prior employment included the development of the preferred stock trading desk at Mosley Hallgarten & Estabrook. Mr. Lieb holds a BA in Economics from Central Connecticut State College and a MBA (Finance) from the University of Hartford.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryOther Bond
Fund FamilyPrincipal Global Investors (Ireland) Ltd
Net AssetsN/A
YTD Return4.41%
Morningstar RatingN/A1
Inception DateSep 4, 2017

Fund Operations

Last Dividend0.11
Last Cap Gain0.00
Holdings Turnover59.47%
Average for CategoryN/A

Fees & Expenses

Expense0P0001BKYW.BECategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load5.00%N/A
Max Deferred Sales Load0.00%N/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A