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

(NASDAQ Mutual Funds) As of Apr 19, 2024 08:00 PM ET

$11.78 USD

+0.01 (0.09%)

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  

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Zacks Premium Research for SRHQX

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

Sell 4
MF Research Report

Fund Description

The fund was incepted in November 1993 and is managed by WM Advisors, Inc. The fund seeks to provide a high level of current income consistent with prudent investment management and a high degree of principal stability. To pursue this objective, the fund primarily invests all of its assets in debt securities. The fund may also invest in obligations issued or guaranteed by domestic and foreign governments, government agencies and instrumentalities. The fund may invest up to 10% of its assets in foreign fixed-income securities, primarily bonds of foreign governments or their political subdivisions. The fund may also invest up to 5% of its assets in preferred stock. The fund declares dividends daily and pays it monthly. Capital gains are declared annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal Sh-Term Inc A SRHQX 2.25 NA 0.00 0.15 0.37 0.65

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal Sh-Term Inc A SRHQX 11.78 11/1/1993 0.79 5.08 0.72 1.62
Principal Sh-Term Inc C STCCX 11.84 2/28/2002 0.52 4.03 -0.25 0.68
Principal Sh-Term Inc Inst PSHIX 11.83 1/17/2007 0.83 5.32 0.94 1.86
Principal Sh-Term Inc J PSJIX 11.82 7/12/2010 0.78 5.14 0.76 1.66
Principal Sh-Term Inc R1 PSIMX 11.83 7/12/2010 0.62 4.45 0.10 1.00
Principal Sh-Term Inc R3 PSIOX 11.84 7/12/2010 0.69 4.76 0.41 1.31
Principal Sh-Term Inc R4 PSIPX 11.83 7/12/2010 0.73 4.97 0.60 1.51
Principal Sh-Term Inc R5 PSIQX 11.84 7/12/2010 0.76 5.09 0.72 1.63

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal Sh-Term Inc A SRHQX 1000 100 0 M

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343