PPARX Mutual Fund
PPARX Mutual Fund
PPARX Mutual Fund
Principal Spectrum Preferred and Capital Securities Income Fund Class R5
PPARX Mutual Fund Overview
PPARX Mutual Fund (Principal Spectrum Preferred and Capital Securities Income Fund Class R5) is managed by Principal Funds with $3.2M in net assets. PPARX expense ratio is 0.97%, holding 321 positions across sectors including Financials, Utilities, Energy. Inception date: 2004-06-01.
PPARX performance shows a YTD return of 0.89%. The 1-year return is 4.10% and the 5-year return is 2.44%. PPARX dividend yield stands at 5.76%, paid monthly.
PPARX top holdings include Pnc Financial Services Group, Inc. 6.2506/15/2023 (2.2%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.9%), Liberty Mutual Group Inc (1.7%), Bank Of America Corp Jr Subordina 12/99 Var 6.625 07/24/2025 (1.7%), Ing Groep Nv 7.000% Flt Perp Sr:. (1.6%). Go to all PPARX holdings, PPARX sectors, or PPARX dividends.
PPARX can be compared against other funds. Use PPARX overlap to find shared positions, or PPARX vs another fund for a side-by-side view. PPARX alternatives are available via the screener, along with tax-loss harvesting opportunities.