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Principal California Municipal A SRCMX

Analyst rating as of
NAV / 1-Day Return
9.61  /  0.22 %
Total Assets
558.8 Mil
Adj. Expense Ratio
0.700%
Expense Ratio
0.730%
Fee Level
Below Average
Longest Manager Tenure
11.19 years
Category
Muni California Intermediate
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.68%
Effective Duration
7.18 years

Morningstar’s Fund Analysis SRCMX

Will SRCMX 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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