Short Term Income Fund Quote

PSHIX Fund  USD 11.97  0.01  0.08%   

Performance

5 of 100

 
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Odds Of Distress

Less than 21

 
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Low
Short-term Income is trading at 11.97 as of the 22nd of November 2024; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 11.98. Short-term Income has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Short Term Income Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of November 2023 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by SP Global or Baa3 or higher by Moodys. It maintains an effective maturity of five years or less and an average portfolio duration that is within 30 percent of the duration of the Bloomberg Credit 1-3 Year Index.. More on Short Term Income Fund

Moving together with Short-term Mutual Fund

  0.76PFIJX Strategic Asset ManaPairCorr
  0.75PFILX Strategic Asset ManaPairCorr

Short-term Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Principal Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Short Term Income Fund [PSHIX] is traded in USA and was established 22nd of November 2024. Short-term Income is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Principal Funds family. This fund at this time has accumulated 3.09 B in assets with no minimum investment requirementsShort Term Income is currently producing year-to-date (YTD) return of 4.54% with the current yeild of 0.0%, while the total return for the last 3 years was 2.11%.
Check Short-term Income Probability Of Bankruptcy

Instrument Allocation

Top Short Term Income Fund Mutual Fund Constituents

SPSBSPDR Barclays ShortEtfShort-Term Bond
VCSHVanguard Short Term CorporateEtfShort-Term Bond
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Short-term Income Top Holders

PTBAXPrincipal Lifetime 2020Mutual FundTarget-Date 2020
PHTTXPrincipal Lifetime HybridMutual FundTarget-Date 2020
SCUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PHJFXPrincipal Lifetime HybridMutual FundTarget-Date Retirement
LTINXPrincipal Lifetime 2015Mutual FundTarget-Date 2015
PIFIXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PTBSXPrincipal Lifetime 2020Mutual FundTarget-Date 2020
SAUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
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Short Term Income Risk Profiles

Short-term Income Against Markets

Other Information on Investing in Short-term Mutual Fund

Short-term Income financial ratios help investors to determine whether Short-term 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 Short-term with respect to the benefits of owning Short-term Income security.
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