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Principal Short-Term Income Fund (STCCX)

11.98
-0.03
(-0.25%)
As of 8:07:14 AM EDT. Market Open.
Loading Chart for STCCX
  • Previous Close 12.01
  • YTD Return 1.32%
  • Expense Ratio 1.59%
  • Category Short-Term Bond
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 3.28B
  • Beta (5Y Monthly) 0.28
  • Yield 2.66%
  • 5y Average Return --
  • Holdings Turnover 46.70%
  • Last Dividend 0.08
  • 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

3.28B

Net Assets

2002-03-01

Inception Date

Performance Overview: STCCX

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Trailing returns as of 4/10/2025. Category is Short-Term Bond.

YTD Return

STCCX
1.32%
Category
0.44%
 

1-Year Return

STCCX
4.53%
Category
2.65%
 

3-Year Return

STCCX
2.54%
Category
3.38%
 

5-Year Return

STCCX
1.31%
Category
2.40%
 

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