Principal Capital Securities Fund Class S
PCSFX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Forward Dividend Yield
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Price
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NAV
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52-Week High
Company Information
Provider
Principal Funds
Manager/Tenure
(Years)
(Years)
Fernando Diaz (11), Roberto Giangregorio (11), L. Phillip Jacoby (11), 3 others
Website
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Address
1290 Broadway, Suite 1100
Denver - CO 80203
Denver - CO 80203
Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide current income. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in capital securities. It may invest up to 100% of its assets in below investment grade (sometimes called "junk") preferred securities, which are rated at the time of purchase Ba1 or lower by Moody's and BB+ or lower by S&P Global. The fund concentrates its investments (invests more than 25% of its net assets) in securities in one or more industries (i.e., banking, insurance, and commercial finance) within the U.S. and non-U.S.(foreign) financial services sector.