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Principal High Yield A CPHYX

Analyst rating as of
NAV / 1-Day Return
6.40  /  0.02 %
Total Assets
2.3 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Below Average
Longest Manager Tenure
13.57 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
5.44%
Effective Duration
3.91 years

Morningstar’s Fund Analysis CPHYX

Will CPHYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Competent team steers this strategy towards solid risk-adjusted returns

Summary

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Principal High Yield is run by experienced managers and a sizable team of dedicated analysts. The process is well-structured and anchored in fundament research, though has struggled to maintain its footing during rocky market conditions. The strategy earns a Morningstar Analyst Rating of Neutral on all share classes.

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