PSIPX Mutual Fund

PSIPX Mutual Fund

NAV$11.52
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Fund Essentials

Net Assets
$3M
Expense Ratio
0.75%
Dividend Yield (Current)
3.06%
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+4.15%
1 Year+5.50%
3 Year+1.60%
5 Year+1.51%
10 Year+1.63%

Asset Allocation

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

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Dividend Yield (Current)
3.06%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PSIPX Mutual Fund Overview

PSIPX Mutual Fund (Principal Short-Term Income Fund Class R-4) is managed by Principal Funds with $3.4M in net assets. PSIPX expense ratio is 0.75%, holding 404 positions across various sectors. Inception date: 2010-07-12.

PSIPX performance shows a YTD return of 4.15%. The 1-year return is 5.50% and the 5-year return is 1.51%. PSIPX dividend yield stands at 3.06%, paid monthly.

PSIPX top holdings include a diversified portfolio. Go to all PSIPX holdings, PSIPX sectors, or PSIPX dividends.

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