Advertisement
Skip to Content

Principal Spectrum Pref&Cptl Scs IncJ PPSJX

Quantitative rating as of
  • NAV / 1-Day Return 8.91  /  0.11 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.030%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Preferred Stock
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.45%
  • Effective Duration 3.74 years

Morningstar’s Analysis PPSJX

Will PPSJX outperform in future?

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

Summary

|

Principal Spectrum Pref&Cptl Scs IncJ's recent fee cut isn't enough to counter the impact of its decreased People Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Neutral from Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor