Morningstar

Principal Inflation Protection Fund R-3 Class PIFPX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return$7.15  /  0.00
  • Fund Size$2.2B
  • Adjusted Expense Ratio0.680%
  • Net Expense Ratio0.950%
  • Fee Level: DistributionLow
  • Share Class TypeRetirement, Medium
  • Morningstar CategoryInflation-Protected Bond
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield4.32%
  • Average Effective Duration—
NAV and 1-Day Return as of

Morningstar’s Analysis PIFPX

Will PIFPX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PIFPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PIFPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PIFPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Inflation Protection R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PIFPX

More PIFPX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes

4.0282M
Government

United States Treasury Notes

3.9680M
Government

United States Treasury Notes

3.8979M
Government

United States Treasury Notes

3.7376M
Government

United States Treasury Notes

3.6273M
Government

United States Treasury Notes

3.4871M
Government

United States Treasury Notes

3.4470M
Government

United States Treasury Notes

3.3969M
Government

United States Treasury Notes

3.3668M
Government

United States Treasury Notes

3.3668M
Government

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.