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Principal Preferred Securities Inst (PPSIX)

On Feb 10: 9.19 USD  Up 0.01 (0.11%)  
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 PRINCIPAL FDS, INC. PREFERRED S Delayed quote dataEdit
Net Asset Value:9.19
Trade Time:Feb 10
Change:Up 0.01 (0.11%)
Prev Close:9.18
YTD Return*:41.09%
Net Assets*:1.27B
Yield*:6.95%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for PPSIX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:1 stars
Total Assets:1.27B
Category:Intermediate-Term Bond
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:41.09%
5y Avg Return:2.11%
Rank in Category (ytd):11
% Rank in Category (ytd):0.98%
Beta (3y):2.33
Morningstar Risk Rating:High
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks to provide current income. The fund invests primarily in preferred securities of U.S. companies rated BBB or higher by Standard & Poor's Rating Service ("S&P") or Moody's Investor Service, Inc. ("Moody's") or, if unrated, of comparable quality in the opinion of the Sub-Advisor, Spectrum. It normally invests at least 80% of net assets (plus any borrowings for investment purposes) in preferred securities. The fund focuses primarily on the financial services, Real Estate Investment Trust and utility industries. It is nondiversified.
Fund Profile


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