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Principal California Municipal C SRCCX

Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 9.93  /  0.31 %
  • Total Assets 576.6 Mil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.530%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Muni California Intermediate
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.79%
  • Effective Duration 5.50 years

Morningstar’s Analysis SRCCX

Will SRCCX outperform in future?

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

In for a bumpy ride.

Summary

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Principal California Municipal’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 its peers, combined with unappealing fees, support a Morningstar Analyst Rating of Neutral on its cheaper share classes and Negative on its priciest share class.

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