Skip to Content

Principal High Yield Inst PHYTX

Analyst rating as of
NAV / 1-Day Return
6.62  /  0.17 %
Total Assets
2.5 Bil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
Below Average
Longest Manager Tenure
13.28 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
0
Status
Open
TTM Yield
5.50%
Effective Duration
3.88 years

Morningstar’s Fund Analysis PHYTX

Will PHYTX 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

| |

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.

Unlock our full analysis with Morningstar Investor