Principal Inv Short-Term Bond Sel
711 High Street
Phone: 800-547-7754
| Category: |
Short-Term Bond |
| Fund Family: |
Principal Investors |
| Net Assets: |
2.09M |
| Year-to-Date Return: |
3.20% |
| Yield: |
4.96% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
06-Dec-00 |
|
Martin J. Schafer
Lead Manager since
06-Dec-00 |
|
| Schafer is a portfolio manager for PGI. He specializes in short-term and long duration portfolios, as well as the Inflation Protection Fund and stable value mandates. He also has experience in managing mortgage-backed securities. Schafer joined the firm in 1977 and in the early 1980s he developed the firms secondary mortgage marketing operation. In 1984, Schafer assumed portfolio management responsibility for its residential mortgage portfolio. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| 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
(31-Dec-07):
|
0.04 |
| Last Cap Gain
(4-Dec-03):
|
0.04 |
| Annual Holdings Turnover
|
43.00% |
| Average for Category:
|
95.26% |
|
| Expense |
PHSSX |
Category
Avg |
| Total Expense Ratio: |
0.78%
|
0.94% |
| Max 12b1 Fee: |
0.10%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
2.83% |
| Max Deferred Sales Load: |
0.00%
|
2.17% |
| 3 Yr Expense Projection*: |
$253 |
$426 |
| 5 Yr Expense Projection*: |
$442 |
$670 |
| 10 Yr Expense Projection*: |
$988 |
$1,370 |
|
|
Help
0.01 (0.11%) 
Profile
