Principal Short-Term Income Fund R-3 Class
PSIOX
NASDAQ
| Weiss Ratings | PSIOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PSIOX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Scott J. Peterson (16), Michael Goosay (2), Jeff Callahan (0) | |||
| Website | -- | |||
| Fund Information | PSIOX-NASDAQ | Click to Compare |
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| Fund Name | Principal Short-Term Income Fund R-3 Class | |||
| Category | Short-Term Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Corporate Bond - High Quality | |||
| Inception Date | Jul 12, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PSIOX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.35% | |||
| Dividend | PSIOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | PSIOX-NASDAQ | Click to Compare |
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| Cash | 2.83% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 97.18% | |||
| U.S. Bond | 84.36% | |||
| Non-U.S. Bond | 12.82% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PSIOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.34% | |||
| 30-Day Total Return | -0.33% | |||
| 60-Day Total Return | 0.02% | |||
| 90-Day Total Return | 0.36% | |||
| Year to Date Total Return | 0.39% | |||
| 1-Year Total Return | 3.55% | |||
| 2-Year Total Return | 9.34% | |||
| 3-Year Total Return | 14.18% | |||
| 5-Year Total Return | 10.44% | |||
| Price | PSIOX-NASDAQ | Click to Compare |
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| 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 | PSIOX-NASDAQ | Click to Compare |
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| Nav | $12.11 | |||
| 1-Month Low NAV | $12.08 | |||
| 1-Month High NAV | $12.19 | |||
| 52-Week Low NAV | $11.98 | |||
| 52-Week Low NAV (Date) | Apr 11, 2025 | |||
| 52-Week High NAV | $12.21 | |||
| 52-Week High Price (Date) | Feb 27, 2026 | |||
| Beta / Standard Deviation | PSIOX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 1.64 | |||
| Balance Sheet | PSIOX-NASDAQ | Click to Compare |
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| Total Assets | 3.47B | |||
| Operating Ratios | PSIOX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.92% | |||
| Turnover Ratio | 42.30% | |||
| Performance | PSIOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 4.03% | |||
| Last Bear Market Total Return | -1.54% | |||