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Principal Fds, Inc. Short-term Income Fund Class R-1: (MF: PSIMX)

(NASDAQ Mutual Funds) As of Jun 13, 2024 08:00 PM ET

$11.88 USD

+0.02 (0.17%)

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 May 31, 2024

Total Return %* Percentile Rank Objective
YTD 1.15 39
3 months 0.89 44
6 months 2.50 69
1 Year 4.40 50
3 Year 0.08 36
5 Year 0.90 52
10 Year 0.97 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of May 31, 2024

1 Year 4.45
5 Year 1.00
10 Year 0.99
Since Inception 1.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 0.83 NA NA NA
2023 1.47 0.13 0.69 2.74
2022 -2.70 -1.61 -1.49 1.14
2021 -0.72 0.22 -0.18 -0.80
2020 -0.65 3.21 0.31 0.27
2019 1.58 1.33 0.64 0.33

Annual Return

20242023202220212020201920182017201620152014
% Total Return 1.155.11-4.63-1.483.143.940.361.171.55-0.180.69
% Total Return Rel to Index 2.79-0.418.380.05-4.35-4.780.34-2.37-1.10-0.75-5.24
% Total Return Rel to Peer 0.72-1.284.88-2.15-2.78-4.041.50-2.83-3.581.80-1.90
% Perf Quintile vs Peer* 0.005.002.004.004.005.002.005.005.003.005.00
% Dividends 0.130.270.110.030.100.200.170.130.120.080.10
% Yield 1.082.380.940.260.791.541.361.030.990.690.79
Capital Gains ($) 0.000.000.000.060.090.000.000.000.000.000.00
Expense Ratio 0.001.261.271.291.291.291.291.291.301.301.30

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