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Principal California Municipal Instl (PCMFX)

9.86 -0.01 (-0.10%)
At close: June 21 at 8:00 PM EDT
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DELL
  • Previous Close 9.87
  • YTD Return -0.37%
  • Expense Ratio 0.63%
  • Category Muni California Intermediate
  • Last Cap Gain -14.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 602.47M
  • Beta (5Y Monthly) 0.89
  • Yield 3.23%
  • 5y Average Return --
  • Holdings Turnover 31.50%
  • Last Dividend 0.13
  • Inception Date Mar 1, 2002

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in California municipal obligations (securities issued by or on behalf of state or local governments and other public authorities) at the time of purchase. Generally, these municipal obligations pay interest that is exempt from state personal income tax and federal income tax.

Principal Funds

Fund Family

Muni California Intermediate

Fund Category

602.47M

Net Assets

2002-03-01

Inception Date

Performance Overview: PCMFX

Trailing returns as of 6/21/2024. Category is Muni California Intermediate.

YTD Return

PCMFX
0.37%
Category
0.87%
 

1-Year Return

PCMFX
3.49%
Category
3.74%
 

3-Year Return

PCMFX
1.69%
Category
3.73%
 

5-Year Return

PCMFX
0.90%
Category
2.27%
 

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