SRCCX - Principal California Municipal Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Principal California Municipal Fund

Des Moines, IA 50392

711 High Street

Principal Financial Group

(800) 986-3343
Management Information
,Lead Manager since September 30, 2014
James Welch - Portfolio Manager James is a portfolio manager at Principal Global Investors. He is responsible for managing tax exempt portfolios. James joined the firm in 2014. Prior to his current role, James served as a CIO-portfolio manager at Castleton Partners LLC. He received a bachelor's degree in economics from Pennsylvania State University.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryMuni California Intermediate
Fund FamilyPrincipal Funds
Net Assets581.73M
YTD Return1.75%
Morningstar Rating★★
Inception DateFeb 26, 2015

Fund Operations

Last Dividend0.08
Last Cap Gain-14.00
Holdings Turnover38.90%
Average for CategoryN/A

Fees & Expenses

ExpenseSRCCXCategory Average
Annual Report Expense Ratio (net)0.52%0.78%
Prospectus Net Expense Ratio0.52%N/A
Prospectus Gross Expense Ratio0.54%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.37%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A