Nasdaq - Delayed Quote USD

Principal Short-Term Income R1 (PSIMX)

11.78 0.00 (0.00%)
At close: 8:00 PM EDT
Loading Chart for PSIMX
DELL
  • Previous Close 11.78
  • YTD Return 0.83%
  • Expense Ratio 1.62%
  • Category Short-Term Bond
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 2.82B
  • Beta (5Y Monthly) 0.28
  • Yield 2.45%
  • 5y Average Return --
  • Holdings Turnover 35.40%
  • Last Dividend 0.08
  • Inception Date Mar 1, 2002

The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by S&P Global or Baa3 or higher by Moody's. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±30% of the duration of the Bloomberg Credit 1-3 Year Index.

Principal Funds

Fund Family

Short-Term Bond

Fund Category

2.82B

Net Assets

2002-03-01

Inception Date

Performance Overview: PSIMX

Trailing returns as of 4/24/2024. Category is Short-Term Bond.

YTD Return

PSIMX
0.83%
Category
0.44%
 

1-Year Return

PSIMX
4.45%
Category
2.65%
 

3-Year Return

PSIMX
0.10%
Category
3.38%
 

5-Year Return

PSIMX
0.98%
Category
2.40%
 

People Also Watch

Holdings: PSIMX

Top 1 Holdings (3.89% of Total Assets)

SymbolCompany% Assets
PGWXX
PGWXX 3.89%

Related Mutual Fund News

Top Mutual Funds