Principal Global Div Inc Fund

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

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.

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Performance

The fund has returned 12.38 percent over the past year, 8.33 percent over the past three years, and 13.60 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 8.4%
1 Year 12.4%
3 Years (Annualized) 8.3%
5 Years (Annualized) 13.6%
10 Years (Annualized) N/A

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Summary

The investment seeks income. The fund generally invests a majority of its assets in fixed income securities, such as high yield bonds (also known as "junk" 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. In addition, it invests in equity securities to provide incremental dividend yields and diversify fixed-income related risks in the fund.

Fees

Fees are High compared to funds in the same category.
Principal Global Div Inc Fund has an expense ratio of 1.86 percent.

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Risk

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

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