SRHQX - Principal Short-Term Income Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Principal Short-Term Income Fund Class A

Des Moines, IA 50392

711 High Street

Principal Financial Group

(800) 986-3343
Management Information
Scott J. Peterson,Lead Manager since December 31, 2009
Scott J. Peterson has been with Principal® since 2002. He earned a bachelor’s degree in Mathematics from Brigham Young University and an M.B.A. from New York University’s Stern School of Business. Mr. Peterson has earned the right to use the Chartered Financial Analyst designation.
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

CategoryShort-Term Bond
Fund FamilyPrincipal Funds
Net Assets3.17B
YTD Return1.69%
Morningstar Rating★★★
Inception DateJul 11, 2010

Fund Operations

Last Dividend0.10
Last Cap Gain-7.00
Holdings Turnover28.40%
Average for CategoryN/A

Fees & Expenses

ExpenseSRHQXCategory Average
Annual Report Expense Ratio (net)0.75%0.68%
Prospectus Net Expense Ratio0.75%N/A
Prospectus Gross Expense Ratio0.75%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.59%
Max Deferred Sales LoadN/A1.12%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A