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Morningstar

Principal Short-Term Income Inst PSHIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PSHIX

Will PSHIX outperform in 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 PSHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSHIX 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 PSHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A no-frills short-term offering.

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Principal Short-Term Income has bolstered its ranks with an additional manager, but personnel changes overall and a corporate credit-heavy approach limit the strategy’s appeal.

by Chiayi Tsui
Rated on Published on

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