Nasdaq - Delayed Quote • USD
Principal High Yield Inst (PHYTX)
At close: May 10 at 8:00 PM EDT
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6.65 - YTD Return 0.93%
- Expense Ratio 0.61%
- Category High Yield Bond
- Last Cap Gain -23.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 2.5B
- Beta (5Y Monthly) 0.82
- Yield 6.36%
- 5y Average Return --
- Holdings Turnover 28.00%
- Last Dividend 0.14
- Inception Date Apr 8, 1998
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in below investment grade bonds and bank loans (sometimes called "high yield" or "junk") which are rated, at the time of purchase, Ba1 or lower by Moody's and BB+ or lower by S&P Global. It also invests in investment grade bank loans (also known as senior floating rate interests) and securities of foreign issuers.
Principal Funds
Fund Family
High Yield Bond
Fund Category
2.5B
Net Assets
1998-04-08
Inception Date
Performance Overview: PHYTX
Trailing returns as of 5/10/2024. Category is High Yield Bond.
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Holdings: PHYTX
Top 1 Holdings (2.42% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPHYTX
Energy 100.00%
Real Estate 0.00%
Consumer Cyclical 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Technology 0.00%
Communication Services 0.00%
Financial Services 0.00%
Utilities 0.00%
Industrials 0.00%
Healthcare 0.00%
Recent News: PHYTX
Research Reports: PHYTX
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