Principal Short-Term Income Fund Class C STCCX Strategy
Strategy
The investment seeks as high a level of current income as is consistent with prudent investment management and stability of principal. 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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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PSHIX
| Principal Short-Term Income Fund Institutional Class | Institutional | Open | $2.68B | 0.390% | Below Average | $0 | −$367.19M | |||
SRHQX
| Principal Short-Term Income Fund Class A | Front Load | Open | $285.13M | 0.600% | Low | $1,000 | −$47.07M | |||
STCCX
| Principal Short-Term Income Fund Class C | Level Load | Open | $8.64M | 1.540% | High | $1,000 | −$4.27M | |||
PSIQX
| Principal Short-Term Income Fund R-5 Class | Retirement, Large | Open | $8.55M | 0.610% | High | $0 | −$3.02M | |||
PSJIX
| Principal Short-Term Income Fund Class J | Retirement, Medium | Open | $92.18M | 0.590% | Low | $1,000 | −$14.74M | |||
PSIOX
| Principal Short-Term Income Fund R-3 Class | Retirement, Medium | Open | $4.41M | 0.920% | Above Average | $0 | −$2.23M |