Principal Global Div Inc Fund

Scorecard
4 / 5 Stars
Lipper
5 4 5 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D (Sell)

#30 in Conservative Allocation

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 6.29 percent over the past year, 7.67 percent over the past three years, and 18.82 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.0%
1 Year 6.3%
3 Years (Annualized) 7.7%
5 Years (Annualized) 18.8%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Principal Global Div Inc Fund has an expense ratio of 1.10 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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