Principal:Pref Sec;J (PPSJX.O)

At A Glance

You hold PPSJX.O in 0 portfolios

Net Asset Value

10.31USD

 0.01 +0.10%

10/20/2017

Category
General Domestic
YTD Return (Cumulative)
 10.00%
Classification
Flexible Income
5 Year Return (Annualized)
 6.51%
Manager Benchmark
Lipper Flex Inc Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since February, 2011 »

 PPSJX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyPrincipal Global Investors LLC
Inception Date12/29/2003
Portfolio Turnover14%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Principal Global Investors LLC
801 Grand Avenue
Des Moines, IA 50392

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio1.06%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee0.00%
Initial Investment$1,000
Subsequent Investments$100
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide current income by investing primarily in preferred stocks of U.S. companies rated BBB or higher. The Fund invests at least 80% of its assets in preferred stocks. The Fund focuses on utility, financial services and manufacturing industries.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
54
Consistent Return
 
54
Capital Preservation
 
5777
Low Expense
 
92
Tax Efficiency (U.S. only)
 
54

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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