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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
  • 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.



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.

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