4 / 5 Stars
5 5 4 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#7 in Conservative Allocation
U.S. News evaluated 183 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 4.16 percent over the past year, 7.53 percent over the past three years, and 16.26 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.5%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||16.3%|
|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 Above Average compared to funds in the same category.
Principal Global Div Inc Fund has an expense ratio of 1.10 percent.
Risk is High compared to funds in the same category according to Morningstar.