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Principal Spectrum Pref&Cptl Scs IncC (PRFCX)

9.08
+0.03
+(0.33%)
At close: 8:06:59 AM EDT
Loading Chart for PRFCX
  • Previous Close 9.05
  • YTD Return 1.06%
  • Expense Ratio 1.80%
  • Category Preferred Stock
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 5.87B
  • Beta (5Y Monthly) 0.66
  • Yield 4.30%
  • 5y Average Return --
  • Holdings Turnover 22.30%
  • Last Dividend 0.09
  • Inception Date Jan 16, 2007

The fund invests at least 80% of its net assets, plus any borrowing for investment purposes, in preferred securities and capital securities. Preferred securities typically include preferred stock and various types of junior subordinated debt and trust preferred securities. It also invests up to 55% of its assets in below-investment-grade preferred securities and bonds (sometimes called “high yield bonds” or “junk bonds”), which are rated at the time of purchase Ba1 or lower by Moody’s and BB+ or lower by S&P Global.

Principal Funds

Fund Family

Preferred Stock

Fund Category

5.87B

Net Assets

2007-01-16

Inception Date

Performance Overview: PRFCX

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Trailing returns as of 4/14/2025. Category is Preferred Stock.

YTD Return

PRFCX
1.06%
Category
5.09%
 

1-Year Return

PRFCX
6.22%
Category
19.60%
 

3-Year Return

PRFCX
2.63%
Category
7.20%
 

5-Year Return

PRFCX
4.51%
Category
5.90%
 

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Holdings: PRFCX

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Sector Weightings

SectorPRFCX
Utilities   89.72%
Healthcare   10.28%
Real Estate   0.00%
Technology   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: PRFCX

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Research Reports: PRFCX

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