5 / 5 Stars
5 5 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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.
The fund has returned 13.56 percent over the past year, 9.49 percent over the past three years, and 14.74 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.0%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||14.7%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Principal Global Div Inc Fund has an expense ratio of 0.78 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.