Back to top
more

Principal Fds, Inc. Short-term Income Fund Class R-3: (MF: PSIOX)

(NASDAQ Mutual Funds) As of Jun 12, 2024 08:00 PM ET

$11.87 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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 1.28 36
3 months 0.97 40
6 months 2.66 63
1 Year 4.73 47
3 Year 0.39 31
5 Year 1.20 46
10 Year 1.26 61

* 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 4.76
5 Year 1.31
10 Year 1.29
Since Inception 1.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 0.90 NA NA NA
2023 1.54 0.20 0.77 2.81
2022 -2.55 -1.54 -1.41 1.22
2021 -0.64 0.30 -0.10 -0.80
2020 -0.65 3.29 0.39 0.43
2019 1.66 1.40 0.80 0.35

Annual Return

20242023202220212020201920182017201620152014
% Total Return 1.285.43-4.26-1.263.464.280.581.481.940.070.92
% Total Return Rel to Index 2.92-0.098.760.28-4.03-4.440.56-2.06-0.71-0.49-5.01
% Total Return Rel to Peer 0.85-0.965.26-1.93-2.46-3.691.72-2.52-3.192.06-1.68
% Perf Quintile vs Peer* 0.004.002.004.004.005.002.005.004.003.004.00
% Dividends 0.150.300.150.070.140.230.200.160.160.120.14
% Yield 1.202.661.230.561.081.781.651.311.280.941.08
Capital Gains ($) 0.000.000.000.060.090.000.000.000.000.000.00
Expense Ratio 0.000.950.960.980.980.980.980.980.990.990.99

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