NasdaqGM - Delayed Quote USD

Principal Short-Term Income A (SRHQX)

11.98 0.00 (0.00%)
At close: 8:01 PM EST
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DELL
  • Previous Close 11.98
  • YTD Return 4.26%
  • Expense Ratio 0.64%
  • Category Short-Term Bond
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 3.32B
  • Beta (5Y Monthly) 0.29
  • Yield 3.43%
  • 5y Average Return --
  • Holdings Turnover 35.40%
  • Last Dividend 0.35
  • Inception Date Mar 1, 2002

The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by S&P Global or Baa3 or higher by Moody's. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±30% of the duration of the Bloomberg Credit 1-3 Year Index.

Principal Funds

Fund Family

Short-Term Bond

Fund Category

3.32B

Net Assets

2002-03-01

Inception Date

Performance Overview: SRHQX

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Trailing returns as of 11/21/2024. Category is Short-Term Bond.

YTD Return

SRHQX
4.26%
Category
0.44%
 

1-Year Return

SRHQX
7.27%
Category
2.65%
 

3-Year Return

SRHQX
1.82%
Category
3.38%
 

5-Year Return

SRHQX
1.74%
Category
2.40%
 

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Holdings: SRHQX

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Top 1 Holdings (1.01% of Total Assets)

SymbolCompany% Assets
PGWXX
PGWXX 1.01%

Recent News: SRHQX

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Research Reports: SRHQX

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