Principal Short-Term Income Fund Institutional Class
PSHIX
NASDAQ
| Weiss Ratings | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Scott J. Peterson (15), Michael Goosay (1), Jeff Callahan (0) | |||
| Website | -- | |||
| Fund Information | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal Short-Term Income Fund Institutional Class | |||
| Category | Short-Term Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Corporate Bond - High Quality | |||
| Inception Date | Jul 25, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.79% | |||
| Dividend | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | -- | |||
| Asset Allocation | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.66% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 99.34% | |||
| U.S. Bond | 86.42% | |||
| Non-U.S. Bond | 12.92% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.01% | |||
| 30-Day Total Return | 0.26% | |||
| 60-Day Total Return | 0.58% | |||
| 90-Day Total Return | 1.38% | |||
| Year to Date Total Return | 1.89% | |||
| 1-Year Total Return | 5.90% | |||
| 2-Year Total Return | 10.59% | |||
| 3-Year Total Return | 12.98% | |||
| 5-Year Total Return | 11.29% | |||
| Price | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.05 | |||
| 1-Month Low NAV | $11.97 | |||
| 1-Month High NAV | $12.09 | |||
| 52-Week Low NAV | $11.80 | |||
| 52-Week Low NAV (Date) | May 29, 2024 | |||
| 52-Week High NAV | $12.11 | |||
| 52-Week High Price (Date) | Sep 24, 2024 | |||
| Beta / Standard Deviation | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.97 | |||
| Standard Deviation | 2.32 | |||
| Balance Sheet | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.29B | |||
| Operating Ratios | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.40% | |||
| Turnover Ratio | 46.70% | |||
| Performance | PSHIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 4.35% | |||
| Last Bear Market Total Return | -1.41% | |||