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Principal Short-Term Income A SRHQX

Analyst rating as of
NAV / 1-Day Return
12.34  /  0.08 %
Total Assets
4.2 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Below Average
Longest Manager Tenure
11.80 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.93%
Effective Duration
1.92 years
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Morningstar’s Analysis

Will SRHQX outperform in future?

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

A steady but undifferentiated short-term offering.

Summary

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Principal Short-Term Income benefits from experienced management, but recent team changes and its undifferentiated approach earn the strategy a Morningstar Analyst Rating of Neutral on its cheapest share classes, while its pricier shares receive a Negative.

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