Principal Income R2 (PIONX)
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Principal Income R2
Principal Financial Group
711 High Street
Des Moines, IA 50392
800-222-5852
Management information
John R. Friedl,Lead manager since 28 February 2005
John R. Friedl has been with Principal® since 1998. He earned a B.A. in Communications and History from the University of Washington and a master's degree in Finance from Seattle University. Mr. Friedl 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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryIntermediate Core Bond
Fund familyPrincipal Funds
Net assets10.3B
YTD return-2.39%
Yield1.67%
Morningstar rating★★★
Inception date28 Feb 2010
Fund operations
Last dividend0.01
Last cap gain0.00
Holdings turnover21.00%
Average for categoryN/A
Fees and expenses
ExpensePIONXCategory average
Annual report expense ratio (net)1.24%0.61%
Prospectus net expense ratio1.24%N/A
Prospectus gross expense ratio1.24%N/A
Max 12b1 fee0.30%N/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.18%
3-yr expense projection393N/A
5-yr expense projection681N/A
10-yr expense projection1,500N/A
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