4 / 5 Stars
5 5 5 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#13 in Conservative Allocation
U.S. News evaluated 200 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 14.45 percent over the past year, and 12.13 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||3.8%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks consistent cash income through a diversified, yield-focused investment strategy. The fund invests a majority of its assets in fixed income asset classes, such as high yield bonds, preferred securities, commercial mortgage-backed securities, and emerging market debt securities, in an effort to provide incremental yields over a portfolio of government securities. It invests in equity securities of global companies principally engaged in the real estate industry, equity securities of global infrastructure companies, MLPs and other entities in the energy infrastructure sector and value equities of global companies.
Fees are High compared to funds in the same category.
Principal Global Div Inc Fund has an expense ratio of 1.13 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.