Principal Fds Incincome Fund Quote
| PIOIX Fund | USD 8.47 0.01 0.12% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Principal Fds is trading at 8.47 as of the 1st of February 2025; that is 0.12 percent decrease since the beginning of the trading day. The fund's open price was 8.48. Principal Fds has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 7th of February 2024 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests primarily in a diversified pool of investment-grade fixed-income securities, including corporate securities, U.S. government securities, asset-backed securities and mortgage-backed securities. It maintains an average portfolio duration that is within 25 percent of the duration of the Bloomberg U.S. More on Principal Fds Incincome
Moving together with Principal Mutual Fund
Principal Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Principal Fds Incincome [PIOIX] is traded in USA and was established 1st of February 2025. Principal Fds is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Principal Funds family. This fund at this time has accumulated 10.16 B in assets with no minimum investment requirementsPrincipal Fds Incincome is currently producing year-to-date (YTD) return of 0.01% with the current yeild of 0.0%, while the total return for the last 3 years was -1.6%.
Check Principal Fds Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Principal Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Principal Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Principal Fds Incincome Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Principal Fds Incincome Risk Profiles
| Mean Deviation | 0.2382 | |||
| Standard Deviation | 0.325 | |||
| Variance | 0.1056 | |||
| Risk Adjusted Performance | (0.03) |
Principal Fds Against Markets
Other Information on Investing in Principal Mutual Fund
Principal Fds financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Fds security.
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