Skip to Content

Principal Tax-Exempt Bond C PTBCX

Analyst rating as of
NAV / 1-Day Return
6.68  /  0.16 %
Total Assets
603.2 Mil
Adj. Expense Ratio
1.580%
Expense Ratio
1.570%
Distribution Fee Level
Above Average
Share Class Type
Level Load
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.72%
Effective Duration
7.02 years

Morningstar’s Analysis PTBCX

Will PTBCX outperform in future?

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

In for a wild ride.

Summary

|

Principal Tax-Exempt Bond’s stable and experienced team follows a standard research-based approach, but a tendency to hold higher levels of credit and interest-rate risk relative to peers, combined with unappealing fees, support a Morningstar Analyst Rating of Neutral on its cheaper share classes and Negative on its priciest share class.

Unlock our full analysis with Morningstar Investor