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Principal Short-Term Income R3 PSIOX

Analyst rating as of
NAV / 1-Day Return
12.41  /  0.08 %
Total Assets
5.6 Bil
Adj. Expense Ratio
0.980%
Expense Ratio
0.980%
Fee Level
Average
Longest Manager Tenure
11.36 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
0
Status
Open
TTM Yield
0.85%
Effective Duration
1.83 years
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Morningstar’s Analysis

Will PSIOX outperform in future?

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

Steady, but lacking resources.

Summary

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Principal Short-Term Income has experienced managers, but a still-small team and undistinguished investment process earn the strategy a Morningstar Analyst Rating of Neutral on its cheaper share classes while its more expensive share classes earn a Negative.

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