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Principal Fds, Inc. Short-term Income Fd Cl A: (MF: SRHQX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:26 PM ET

$12.21 USD

+0.01 (0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.39 34
3 months 1.08 37
6 months 2.63 80
1 Year 5.20 82
3 Year 4.98 48
5 Year 2.21 42
10 Year 2.39 57

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 19.04
Bear Market (10/07 - 2/09) 1.60
Bull Market (2/09 - 3/21) 57.15

Load Adjusted Returns as of Jan 31, 2026

1 Year 2.98
5 Year 1.67
10 Year 2.16
Since Inception 3.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.55 1.34 1.27 1.01
2024 0.98 0.96 2.96 -0.07
2023 1.62 0.28 0.84 2.89
2022 -2.47 -1.46 -1.33 1.30
2021 -0.57 0.29 -0.03 -0.64

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.395.294.895.74-3.95-0.963.874.500.901.802.25
% Total Return Rel to Index 0.00-2.083.620.229.060.58-3.62-4.220.88-1.73-0.40
% Total Return Rel to Peer 0.00-1.721.02-0.645.57-1.63-2.05-3.472.04-2.20-2.88
% Perf Quintile vs Peer* 0.000.000.004.001.004.004.005.001.004.004.00
% Dividends 0.030.440.420.340.180.110.180.260.240.200.20
% Yield NA3.573.423.671.590.881.422.122.011.671.61
Capital Gains ($) 0.000.000.000.000.000.060.090.000.000.000.00
Expense Ratio 0.000.600.630.650.650.670.670.690.670.680.69

* 1 = Top 20%, 5 = Bottom 20%