NasdaqGM - Delayed Quote USD
Principal Spectrum Pref&Cptl Scs IncInst (PPSIX)
At close: 8:01 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Northwestern Mutual Inv Srvc, LLC
- Comerica Bank
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth Core
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Scottrade TF
- Fidelity Advisor 401(k) I Shares
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD TRANSACTION FEE
- Northwestern Mutual Investment Services, Llc
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- ADP Access Open Fund Architecture
- H Beck Inc.
- Securities America Inc.
- Vanguard Load
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Fidelity Advisor 401(k) A Shares
- NM WMC
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Nylife Securities LLC
- NYLIFE Securities Mutual Fund Advantage Available
Fund Summary
The fund invests at least 80% of its net assets, plus any borrowing for investment purposes, in preferred securities and capital securities at the time of purchase. Preferred securities typically include preferred stock and various types of junior subordinated debt and trust preferred securities. It also invests up to 55% of its assets in below-investment-grade preferred securities and bonds (sometimes called “high yield bonds” or “junk bonds”), which are rated at the time of purchase Ba1 or lower by Moody’s and BB+ or lower by S&P Global.
Fund Overview
| Category | Preferred Stock |
| Fund Family | Principal Funds |
| Net Assets | 6.36B |
| YTD Return | 9.99% |
| Yield | 5.17% |
| Morningstar Rating | |
| Inception Date | Jan 03, 2017 |
Performance & Risk
| YTD Return | 10.23% |
| 5y Average Return | 3.03% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.69 |
| Morningstar Risk Rating |
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