PSIQX – Principal Short-Term Income R5 Investment Strategy | Morningstar

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Strategy

The investment seeks as high a level of current income as is consistent with prudent investment management and stability of principal. The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by S&P Global or Baa3 or higher by Moody's. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±30% of the duration of the Bloomberg Credit 1-3 Year Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PSHIX	Principal Short-Term Income Fund Institutional Class	Institutional	Open			Jul 25, 1996	$2.69B	0.390%	Below Average	$0	−$367.19M
SRHQX	Principal Short-Term Income Fund Class A	Front Load	Open			Nov 1, 1993	$285.94M	0.600%	Low	$1,000	−$47.07M
STCCX	Principal Short-Term Income Fund Class C	Level Load	Open			Mar 1, 2002	$8.65M	1.540%	High	$1,000	−$4.27M
PSIQX	Principal Short-Term Income Fund R-5 Class	Retirement, Large	Open			Jul 12, 2010	$8.64M	0.610%	High	$0	−$3.02M
PSJIX	Principal Short-Term Income Fund Class J	Retirement, Medium	Open			Jul 12, 2010	$92.52M	0.590%	Low	$1,000	−$14.74M
PSIOX	Principal Short-Term Income Fund R-3 Class	Retirement, Medium	Open			Jul 12, 2010	$4.42M	0.920%	Above Average	$0	−$2.23M

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