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Principal Inflation Protection Fund (PIFPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.19+0.03 (+0.42%)
At close: 08:00PM EDT

Principal Inflation Protection Fund

Des Moines, IA 50392

711 High Street

Principal Financial Group

(800) 986-3343
Management Information
,Lead Manager since June 16, 2022
David Rogal, Managing Director, is a member of the Multi-Sector Mutual Fund team within BlackRock's Global Fixed Income Group. He is a portfolio manager of BlackRock's Core Bond, Inflation Protected, Total Return, and Strategic Income Opportunities Funds. Mr. Rogal focuses on broad macro positioning, with specialties in interest rates, inflation, and volatility trading. Mr. Rogal joined Fixed Income in 2009. Previously, he was a member of BlackRock's Multi Asset Strategies group, where he developed quantitative models and advised insurance companies, pension funds, and banks on asset-allocati
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryInflation-Protected Bond
Fund FamilyPrincipal Funds
Net Assets1.89B
YTD Return-1.66%
Yield3.28%
Morningstar Rating★★
Inception DateDec 28, 2004

Fund Operations

Last Dividend0.23
Last Cap Gain-18.00
Holdings Turnover106.30%
Average for CategoryN/A

Fees & Expenses

ExpensePIFPXCategory Average
Annual Report Expense Ratio (net)0.65%0.63%
Prospectus Net Expense Ratio0.65%N/A
Prospectus Gross Expense Ratio0.65%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.45%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A