PSIMX Mutual Fund

NAV$11.51

Fund Essentials

Net Assets
$442,897.71
Expense Ratio
1.25%
Dividend Yield (Current)
2.61%
Holdings
404
Inception Date
Jul 12, 2010
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+3.63%
1 Year+4.93%
3 Year+1.09%
5 Year+0.99%
10 Year+1.13%

Asset Allocation

Bonds: 95.34%
Cash: 4.64%
Other: 0.02%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.61%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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PSIMX Mutual Fund Overview

PSIMX Mutual Fund (Principal Short-Term Income Fund Class R-1) is managed by Principal Funds with $442,897.71 in net assets. PSIMX expense ratio is 1.25%, holding 404 positions across various sectors. Inception date: 2010-07-12.

PSIMX performance shows a YTD return of 3.63%. The 1-year return is 4.93% and the 5-year return is 0.99%. PSIMX dividend yield stands at 2.61%, paid monthly.

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

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