Principal H/Q Intm-Term Bond Inst
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-547-7754
| Category: | Intermediate-Term Bond | | Fund Family: | Principal Funds | | Net Assets: | 41.29M | | Year-to-Date Return: | -5.93% | | Yield: | 5.42% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
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William C. Armstrong
Lead Manager since
09-Feb-06 | | | Armstrong is a portfolio manager for PGI. He manages multi-sector portfolios that invest in corporate bonds, mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, sovereigns, and agencies. Armstrong joined the firm in 1992. Previously Armstrong served as a commissioned bank examiner at Federal Deposit Insurance Commission. Armstrong holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks current income. The fund primarily invests in intermediate-term fixed-income securities A rated or higher by Standard & Poor's Rating Service ("S&P") or Moody's Investors Service, Inc. ("Moody's"). It normally invests at least 80% of assets in securities issued or guaranteed by the U.S. government or its agencies or instrumentalities; mortgage-backed securities representing an interest in a pool of mortgage loans; debt securities and taxable municipal bonds; and securities issued or guaranteed by the governments of Canada or the United Kingdom payable in U.S. dollars. |
| Last Dividend
(31-Dec-07):
| 0.52 | | Last Cap Gain
(6-Dec-05):
| 0.01 | | Annual Holdings Turnover
| 257.00% | | Average for Category:
| 197.46% |
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| Expense | HUIIX | Category
Avg | | Total Expense Ratio: | 0.40%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.18% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$135 | $464 | | 5 Yr Expense Projection*: |
$235 | $716 | | 10 Yr Expense Projection*: |
$530 | $1,424 |
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