PPSIX Mutual Fund
PPSIX Mutual Fund
PPSIX Mutual Fund
Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class
PPSIX Mutual Fund Overview
PPSIX Mutual Fund (Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class) is managed by Principal Funds with $3.49B in net assets. PPSIX expense ratio is 0.81%, holding 321 positions across sectors including Financials, Utilities, Energy. Inception date: 2002-05-01.
PPSIX performance shows a YTD return of 0.98%. The 1-year return is 4.34% and the 5-year return is 2.60%. PPSIX dividend yield stands at 5.88%, paid monthly.
PPSIX 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%), Bank Of America Corp Jr Subordina 12/99 Var 6.625 07/24/2025 (1.7%), Liberty Mutual Group Inc (1.7%), Ing Groep Nv 7.000% Flt Perp Sr:. (1.6%). Go to all PPSIX holdings, PPSIX sectors, or PPSIX dividends.
PPSIX can be compared against other funds. Use PPSIX overlap to find shared positions, or PPSIX vs another fund for a side-by-side view. PPSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.