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Principal Fds, Inc. High Yield Fd Cl A: (MF: CPHYX)
(NASDAQ Mutual Funds) As of Sep 9, 2025 08:00 PM ET
$6.84 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.06 | 63 |
| 3 months | 3.58 | 59 |
| 6 months | 2.57 | 77 |
| 1 Year | 6.68 | 75 |
| 3 Year | 7.38 | 48 |
| 5 Year | 5.01 | 41 |
| 10 Year | 4.82 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 97.77 |
| Bear Market (10/07 - 2/09) | -21.50 |
| Bull Market (2/09 - 3/21) | 235.35 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 4.05 |
| 5 Year | 5.12 |
| 10 Year | 4.37 |
| Since Inception | 6.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.52 | 3.12 | NA | NA |
| 2024 | 1.50 | 1.28 | 4.30 | -0.15 |
| 2023 | 3.62 | 1.28 | 0.22 | 6.81 |
| 2022 | -3.43 | -9.15 | -0.81 | 5.09 |
| 2021 | 1.13 | 2.84 | 0.79 | 0.53 |
| 2020 | -12.00 | 8.72 | 4.78 | 5.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.06 | 7.06 | 12.37 | -8.55 | 5.39 | 6.03 | 13.00 | -4.79 | 7.74 | 14.61 | -3.36 |
| % Total Return Rel to Index | -0.97 | -1.12 | -1.07 | 2.62 | 0.11 | -1.09 | -1.30 | -2.71 | 0.23 | -2.52 | 1.08 |
| % Total Return Rel to Peer | -0.11 | -0.37 | 0.96 | 0.44 | 0.80 | 1.20 | 1.31 | -2.24 | 2.25 | 2.92 | 0.61 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 5.00 | 1.00 | 2.00 | 3.00 |
| % Dividends | 0.25 | 0.42 | 0.38 | 0.34 | 0.34 | 0.34 | 0.38 | 0.41 | 0.36 | 0.41 | 0.38 |
| % Yield | 3.54 | 6.00 | 6.15 | 5.23 | 4.54 | 4.60 | 5.11 | 5.94 | 4.70 | 5.40 | 5.51 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.90 | 0.91 | 0.94 | 0.91 | 0.91 | 0.91 | 0.94 | 0.92 | 0.91 | 0.90 | 0.88 |
* 1 = Top 20%, 5 = Bottom 20%