NasdaqGM - Delayed Quote USD

Principal Short-Term Income A (SRHQX)

12.02 0.00 (0.00%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 12.02
  • YTD Return 4.89%
  • Expense Ratio 0.64%
  • Category Short-Term Bond
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 3.13B
  • Beta (5Y Monthly) 0.29
  • Yield 3.35%
  • 5y Average Return --
  • Holdings Turnover 35.40%
  • Last Dividend 0.31
  • Inception Date Nov 1, 1993

The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by S&P Global or Baa3 or higher by Moody's. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±30% of the duration of the Bloomberg Credit 1-3 Year Index.

Principal Funds

Fund Family

Short-Term Bond

Fund Category

3.13B

Net Assets

1993-11-01

Inception Date

Performance Overview: SRHQX

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Trailing returns as of 10/22/2024. Category is Short-Term Bond.

YTD Return

SRHQX
4.89%
Category
0.44%
?

1-Year Return

SRHQX
7.93%
Category
2.65%
?

3-Year Return

SRHQX
1.91%
Category
3.38%
?

5-Year Return

SRHQX
1.93%
Category
2.40%
?

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Holdings: SRHQX

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Top 1 Holdings (1.01% of Total Assets)

SymbolCompany% Assets
PGWXX
PGWXX 1.01%

Recent News: SRHQX

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Research Reports: SRHQX

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