Principal Income B
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Intermediate-Term Bond | | Fund Family: | Principal Funds | | Net Assets: | 65.03M | | Year-to-Date Return: | -1.34% | | Yield: | 4.79% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-94 |
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John R. Friedl
Lead Manager since
31-Mar-05 | | | Friedl has been responsible for the day-to-day management of the Income Fund since January 1, 2008. Prior to that, Friedl had served as co-manager of the predecessor Income Fund with Gary Pokrzywinski since March 2005. He has been employed as an investment professional at Edge since August 1998. Friedl holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide a high level of current income consistent with preservation of capital. The fund invests primarily in a diversified pool of fixed-income securities including corporate securities, U.S. government securities, and mortgage-backed securities (including collateralized mortgage obligations), up to 35% of which may be in below investment-grade fixed-income securities (sometimes called "junk bonds"). The fund may also invest in convertible securities and REIT securities. |
| Last Dividend
(31-Jul-08):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 197.46% |
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| Expense | CMIBX | Category
Avg | | Total Expense Ratio: | 1.65%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.18% | | Max Deferred Sales Load: | 5.00%
| 2.70% | | 3 Yr Expense Projection*: |
$921 | $464 | | 5 Yr Expense Projection*: |
$1,100 | $716 | | 10 Yr Expense Projection*: |
$1,761 | $1,424 |
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0.29% Nasdaq 
0.14%
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