PSIPX Mutual Fund

NAV$11.52

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%

Price Chart (6M)

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Top Holdings

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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
See how PSIPX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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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. View all PSIPX holdings, sector breakdown, or dividend history.

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