Principal Bond & Mtg Securities J
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-247-4123
| Category: | Intermediate-Term Bond | | Fund Family: | Principal Funds | | Net Assets: | 205.33M | | Year-to-Date Return: | -8.99% | | Yield: | 5.20% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
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William C. Armstrong
Lead Manager since
06-Dec-00 | | | 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: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks current income. The fund normally invests at least 80% of net assets in intermediate maturity fixed-income or debt securities rated BBB or higher by Standard & Poor's Rating Service ("S&P") or Baa or higher by Moody's Investors Service, Inc. ("Moody's"). It may invest the rest of assets in preferred and common stock; or securities rated less than the four highest grades of S&P or Moody's but not lower than CCC- (S&P) or Caa (Moody's). |
| Last Dividend
(30-Sep-08):
| 0.03 | | Last Cap Gain
(6-Dec-04):
| 0.01 | | Annual Holdings Turnover
| 259.00% | | Average for Category:
| 199.71% |
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| Expense | PBMJX | Category
Avg | | Total Expense Ratio: | 1.18%
| 0.98% | | Max 12b1 Fee: | 0.45%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$370 | $465 | | 5 Yr Expense Projection*: |
$644 | $718 | | 10 Yr Expense Projection*: |
$1,427 | $1,429 |
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