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Principal High Yield A (CPHYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.590.00 (0.00%)
As of 08:08AM EST. Market open.

Principal High Yield A

Des Moines, IA 50392

711 High Street

Principal Financial Group

(800) 986-3343
Management information
Mark P. Denkinger,Lead manager since 3 May 2009
Mark is a portfolio manager at Principal Global Fixed Income, with responsibility for high yield credit and leveraged loans. Previously, Mark was the managing director of fixed income credit research and trading. Mark joined the firm in 1990 and assumed his current role in 2004, having previously served as a portfolio manager. He received his bachelor's degree in finance and an MBA with a finance emphasis from the University of Iowa. Mark has earned the right to use the Chartered Financial Analyst designation. He is a member of the CFA Institute and the CFA Society of Iowa.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryHigh Yield Bond
Fund familyPrincipal Funds
Net assets2.46B
YTD return9.41%
Morningstar rating★★★★
Inception date7 Apr 1998

Fund operations

Last dividend0.35
Last cap gain-25.00
Holdings turnover33.10%
Average for categoryN/A

Fees and expenses

ExpenseCPHYXCategory average
Annual report expense ratio (net)0.91%0.95%
Prospectus net expense ratio0.91%N/A
Prospectus gross expense ratio0.91%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.88%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A