| 8.04 Net Asset Value | -0.12% 1 Day | +2.16% Year-to-Date | Overall Morningstar Rating |
| High yield bond Style or Category | 3.75 Sales Expenses | 0.91% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.00% | 3 years | +11.76% | |
| 3 months | +3.20% | 5 years | +9.46% | |
| 1 year | +15.65% | Since inception | +8.32% |
| CPHYX | Category | |
|---|---|---|
| Performance 5-yr return | +9.46% | +9.36% |
| Expense ratio | 0.91% | 1.17% |
| Risk 5 year sharpe ratio | 0.83 | 0.75 |
| Net assets | $4.0B | $1.6B |
| Average market cap | $473.0M | $12.1B |
| Average P/E | 43.1 | 16.3 |
| Portfolio turnover | 83% | 83% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Principal Funds |
| Fund manager & tenure | Mark Denkinger / 3 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 100.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| Energy | 0.00% |
| Financial service | 0.00% |
| -- Seagate Hdd Cayman 6.875% | 1.82% |
| -- Constellation Brands Inc, Bridge Loan A | 1.39% |
| -- Dish Dbs 6.75% | 1.10% |
| -- Taminco Global Chem 144A 9.75% | 1.06% |
| -- Continental Resources 144A 4.5% | 1.01% |
| -- Continental Resources 5% | 0.98% |
| -- ArcelorMittal39 SrN | 0.93% |
| -- Swift Svcs Hldgs 10% | 0.92% |
| -- Dish Dbs 5.875% | 0.92% |
| -- Sprint Nextel 7% | 0.90% |
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