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Principal Inflation Protection J PIPJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 7.11  /  −0.14 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.42%
  • Effective Duration 6.36 years

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis PIPJX

Will PIPJX outperform in future?

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

Strength in Principal Inflation Protection J's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings PIPJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

10.40 157.8 Mil

United States Treasury Notes

3.89 59.0 Mil
Government

United States Treasury Notes

3.64 55.2 Mil
Government

United States Treasury Notes

3.58 54.3 Mil
Government

United States Treasury Notes

3.43 52.0 Mil
Government

United States Treasury Notes

3.28 49.7 Mil
Government

United States Treasury Notes

3.27 49.6 Mil
Government

United States Treasury Notes

3.26 49.4 Mil
Government

United States Treasury Notes

3.23 49.0 Mil
Government

United States Treasury Notes

3.17 48.1 Mil
Government