PISPX Mutual Fund

NAV$7.16

Fund Essentials

Net Assets
$509,643.46
Expense Ratio
1.27%
Dividend Yield (Current)
2.98%
Holdings
133
Inception Date
Dec 29, 2004
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+1.56%
1 Year+3.88%
3 Year-3.08%
5 Year+0.87%
10 Year+0.91%

Asset Allocation

Bonds: 94.65%
Cash: 5.41%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.98%
Frequency
Annually
Latest Distribution
$0.31
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how PISPX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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PISPX Mutual Fund Overview

PISPX Mutual Fund (Principal Inflation Protection Fund Class R-1) is managed by Principal Funds with $509,643.46 in net assets. PISPX expense ratio is 1.27%, holding 133 positions across various sectors. Inception date: 2004-12-29.

PISPX performance shows a YTD return of 1.56%. The 1-year return is 3.88% and the 5-year return is 0.87%. PISPX dividend yield stands at 2.98%, paid annually.

PISPX top holdings include a diversified portfolio. View all PISPX holdings, sector breakdown, or dividend history.

PISPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PISPX alternatives are available via the screener, along with tax-loss harvesting opportunities.