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Principal Short-Term Income R2 (PSINX)

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12.43+0.01 (+0.08%)
At close: 09:00PM EDT

Principal Short-Term Income R2

Principal Financial Group

711 High Street

Des Moines, IA 50392

800-222-5852
Management information
Scott J. Peterson,Lead manager since 31 December 2009
Scott J. Peterson has been with Edge since 2002. He earned a bachelors degree in Mathematics from Brigham Young University and an M.B.A. from New York Universitys Stern School of Business. Mr. Peterson has earned the right to use the Chartered Financial Analyst designation.
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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

CategoryShort-Term Bond
Fund familyPrincipal Funds
Net assets5.91B
YTD return-0.33%
Yield0.81%
Morningstar rating★★
Inception date11 Jul 2010

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover76.00%
Average for categoryN/A

Fees and expenses

ExpensePSINXCategory average
Annual report expense ratio (net)1.16%0.68%
Prospectus net expense ratio1.16%N/A
Prospectus gross expense ratio1.16%N/A
Max 12b1 fee0.30%N/A
Max front end sales loadN/A2.59%
Max deferred sales loadN/A1.12%
3-yr expense projection368N/A
5-yr expense projection638N/A
10-yr expense projection1,409N/A