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Principal California Municipal C SRCCX

Analyst rating as of
NAV / 1-Day Return
11.10  /  0.00 %
Total Assets
682.0 Mil
Adj. Expense Ratio
1.600%
Expense Ratio
1.600%
Fee Level
High
Longest Manager Tenure
9.56 years
Category
Muni California Intermediate
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.22%
Effective Duration
5.66 years
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Morningstar’s Analysis

Will SRCCX outperform in future?

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

A thin team that hungers for yield.

Summary

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Principal California Municipal's small investment team, willingness to take on relatively high amounts of credit and interest-rate risk, and middling fees support a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive is Negative.

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