PSIMX Mutual Fund

PSIMX Mutual Fund

NAV$11.51
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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%
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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

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. Go to all PSIMX holdings, PSIMX sectors, or PSIMX dividends.

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