Principal Short-Term Bond R4
Principal Funds Inc Principal Financial Group 711 High St Des Moines, IA 50392
Phone: 800-547-7754
| Category: | Short-Term Bond | | Fund Family: | Principal Funds | | Net Assets: | 250.00K | | Year-to-Date Return: | 1.39% | | Yield: | 4.31% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Dec-00 |
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Craig Dawson
Lead Manager since
01-Mar-05 | | | Dawson joined Principal in 1998 and became a portfolio manager in 2002. He is manages ultra short, high quality short, stable value and global strategic income portfolios. Dawson previously managed corporate bond portfolios and multi-sector portfolios. Dawson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks current income. The fund invests primarily in short-term fixed-income securities. It normally invests at least 80% of assets in securities issued or guaranteed by the U.S. government or agencies or instrumentalities; debt securities of U.S. issuers rated in the four highest grades by Standard & Poor's Rating Service or Moody's Investors Service, Inc. or, if unrated, in the opinion of the Sub-Advisor, of comparable quality; and mortgage-backed securities. The fund may invest up to 15% of assets in below-investment-grade fixed-income securities. |
| Last Dividend
(29-Jan-10):
| 0.02 | | Last Cap Gain
(4-Dec-03):
| 0.04 | | Annual Holdings Turnover
| 33.90% | | Average for Category:
| 109.82% |
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| Expense | PHSSX | Category
Avg | | Total Expense Ratio: | 0.80%
| 0.92% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | %
| 2.54% | | Max Deferred Sales Load: | %
| 2.13% | | 3 Yr Expense Projection*: |
$255 | $409 | | 5 Yr Expense Projection*: |
$444 | $646 | | 10 Yr Expense Projection*: |
$990 | $1,333 |
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|
0.01 (0.11%)
