| 10.74 Net Asset Value | -0.09% 1 Day | +3.07% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | No Load Sales Expenses | 1.09% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +1.13% | 3 years | +12.91% | |
| 3 months | +2.94% | 5 years | +9.48% | |
| 1 year | +15.77% | Since inception | +6.33% |
| PQARX | Category | |
|---|---|---|
| Performance 5-yr return | +9.48% | +5.97% |
| Expense ratio | 1.09% | 0.92% |
| Risk 5 year sharpe ratio | 0.59 | 1.31 |
| Net assets | $5.5B | $3.5B |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 23% | 23% |
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| Fund family | Principal Funds |
| Fund manager & tenure | L. Jacoby IV / 11 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 99.98% |
| Utilities | 0.02% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| -- Prudential Finl FRN | 2.49% |
| -- Qbe Cap Fdg Iii 144A FRN | 1.65% |
| -- Zfs Fin Usa Tr Ii 144A FRN | 1.64% |
| -- Catlin Ins Co 144A FRN | 1.51% |
| -- Nationwide Finl Svcs FRN | 1.33% |
| -- Centaur Fdg Pfd 144A | 1.32% |
| -- Sompo Japan Ins 144A 5.325% | 1.30% |
| -- M & T Bk 144A 6.875% | 1.26% |
| GEAPP General Elec Cap FRN | 1.21% |
| -- Xl Grp Pfd | 1.19% |
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