PFIPX Mutual Fund
PFIPX Mutual Fund
Principal Strategic Asset Management Flexible Income Portfolio Class R-3
PFIPX Mutual Fund Overview
PFIPX Mutual Fund (Principal Strategic Asset Management Flexible Income Portfolio Class R-3) is managed by Principal Funds with $2.6M in net assets. PFIPX expense ratio is 1.26%, holding 33 positions across various sectors. Inception date: 2007-01-16.
PFIPX performance shows a YTD return of 3.21%. The 1-year return is 8.09% and the 5-year return is 2.70%. PFIPX dividend yield stands at 3.24%, paid monthly.
PFIPX top holdings include Sun Life Core Fixed Income (29.1%), Finisterre Emerging Markets Total Return Bond Fund (7.9%), Principal Government Money Market Fund - Class R-6 (7.0%), Principal Bond Market Index Institutional Class (6.3%), Principal U.S. Mega-Cap Etf (5.2%). View all PFIPX holdings, sector breakdown, or dividend history.
PFIPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.