PGDIX Mutual Fund

PGDIX Mutual Fund (Principal Multi-Sector Income Fund Institutional Class) is managed by Principal Funds with $1.02B in net assets. PGDIX expense ratio is 0.69%, holding 3167 positions across sectors including Financials, Consumer Staples. Inception date: 2008-12-15.

PGDIX performance shows a YTD return of -0.49%. The 1-year return is 0.42% and the 5-year return is 1.64%. PGDIX dividend yield stands at 6.46%, paid monthly.

PGDIX top holdings include Cisco Systems Inc 5.9 02/15/2039 (1.9%), Berkshire Hathaway Finance Corp 3.85 03/15/2052 (1.0%), Telefonica Emisiones Sa 7.05 06/20/2036 (0.8%), Bank Of Montreal 4.7 09/14/2027 (0.6%), Eversource Energy 1.65 08/15/2030 (0.6%). Go to all PGDIX holdings, PGDIX sectors, or PGDIX dividends.

PGDIX can be compared against other funds. Use PGDIX overlap to find shared positions, or PGDIX vs another fund for a side-by-side view. PGDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.