Principal California Municipal A
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Muni California Long | | Fund Family: | Principal Funds | | Net Assets: | 300.24M | | Year-to-Date Return: | -2.26% | | Yield: | 4.63% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Jul-89 |
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Mark Paris
Lead Manager since
21-May-08 | | | Paris is an executive director of Van Kampen Asset Management. He has been associated with Van Kampen Asset Management as a Municipal Trader since August 2002. |
| 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 current income exempt from federal and California income taxes. The fund normally invests at least 80% of assets in investment-grade intermediate- and long-term California municipal securities. It may invest up to 20% of assets in municipal obligations that are not exempt from California personal income tax and short-term municipal obligations. The fund is nondiversified. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
(5-Dec-06):
| 0.07 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 29.99% |
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| Expense | SRCMX | Category
Avg | | Total Expense Ratio: | 0.82%
| 1.13% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.50%
| 4.22% | | Max Deferred Sales Load: | 0.00%
| 2.62% | | 3 Yr Expense Projection*: |
$808 | $588 | | 5 Yr Expense Projection*: |
$1,070 | $844 | | 10 Yr Expense Projection*: |
$1,817 | $1,576 |
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1.49% Nasdaq 
0.27%
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