2 / 5 Stars
3 3 2 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#46 in Conservative Allocation
U.S. News evaluated 178 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 4.31 percent over the past year, and 5.65 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||4.5%|
|3 Years (Annualized)||5.7%|
|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, and floating rate debt. 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.