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Principal Global Multi-Strategy Instl (PSMIX)

10.97
+0.04
+(0.37%)
At close: 8:01:59 PM EDT
Loading Chart for PSMIX
  • Previous Close 10.93
  • YTD Return 0.45%
  • Expense Ratio 1.48%
  • Category Multistrategy
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 428.15M
  • Beta (5Y Monthly) 0.25
  • Yield 1.59%
  • 5y Average Return --
  • Holdings Turnover 146.90%
  • Last Dividend 0.18
  • Inception Date Oct 24, 2011

The fund invests in a broad range of instruments including, but not limited to, equities, bonds, currencies, commodities, convertible securities, and bank loans. Under normal market conditions, it invests in securities of issuers located throughout the world, including the U.S., invests at least 30% of its net assets in foreign and emerging market securities, and holds investments tied economically to at least twenty countries.

Principal Funds

Fund Family

Multistrategy

Fund Category

428.15M

Net Assets

2011-10-24

Inception Date

Performance Overview: PSMIX

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Trailing returns as of 4/10/2025. Category is Multistrategy.

YTD Return

PSMIX
0.45%
Category
5.60%
 

1-Year Return

PSMIX
3.76%
Category
12.76%
 

3-Year Return

PSMIX
4.16%
Category
4.12%
 

5-Year Return

PSMIX
7.02%
Category
3.42%
 

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Holdings: PSMIX

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Sector Weightings

SectorPSMIX
Technology   17.89%
Industrials   12.76%
Healthcare   11.87%
Energy   6.21%
Real Estate   2.39%
Utilities   2.11%

Recent News: PSMIX

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Research Reports: PSMIX

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