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Principal Fds, Inc. Short-term Income Fund Class J: (MF: PSJIX)

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

$12.10 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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 4.11 45
3 months 2.63 77
6 months 3.73 77
1 Year 6.99 74
3 Year 1.63 25
5 Year 1.80 40
10 Year 1.84 47

* 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 Aug 31, 2024

1 Year 4.80
5 Year 1.56
10 Year 1.64
Since Inception 1.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 0.99 0.97 NA NA
2023 1.63 0.28 0.85 2.92
2022 -2.55 -1.46 -1.33 1.30
2021 -0.56 0.38 -0.01 -0.63
2020 -0.58 3.38 0.47 0.52
2019 1.73 1.48 0.87 0.45

Annual Return

20242023202220212020201920182017201620152014
% Total Return 4.115.80-4.01-0.833.814.630.911.832.160.301.21
% Total Return Rel to Index 1.030.279.000.71-3.69-4.090.89-1.71-0.49-0.27-4.73
% Total Return Rel to Peer -0.03-0.595.50-1.50-2.12-3.352.05-2.17-2.972.28-1.39
% Perf Quintile vs Peer* 0.004.001.004.004.005.001.004.004.002.004.00
% Dividends 0.280.340.190.110.180.270.240.210.200.140.16
% Yield 2.203.201.560.891.392.091.961.641.561.151.27
Capital Gains ($) 0.000.000.000.060.090.000.000.000.000.000.00
Expense Ratio 0.580.610.620.620.650.670.660.650.700.750.80

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