2 / 5 Stars
3 3 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#43 in Conservative Allocation
U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.19 percent over the past year, and 6.22 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.6%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks a long-term total return in excess of inflation. The fund allocates its assets among the following general investment categories: inflation-indexed bonds, securities of real estate companies, commodity index-linked notes, fixed-income securities, securities of natural resource companies, master limited partnerships (MLPs), publicly-listed infrastructure companies, floating rate debt, securities of global agriculture companies, and securities of global timber companies. It concentrates its investments (invests more than 25% of its net assets) in securities in the real estate and energy/natural resources industries.
Fees are Above Average compared to funds in the same category.
Principal Diversified Real Asset Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.