Principal Preferred Securities A
(PPSAX)
US Markets Open
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10.49
+0.02
+0.19%
:

Previous Close

10.47

Net Assets

843.69M

Yield

4.88%

Front load

3.75

Expenses

1.07%

Category

Preferred Stock

Morningstar Risk

Below Average

Morningstar Rating ★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • PPSAX

  • Category

    • 2013

    • 1.47%

    • -

    • 2012

    • 18.87%

    • -

    • 2011

    • 1.17%

    • -

    • 2010

    • 16.04%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 2.80%

      • 7.93%

      • 3.88%

      • Q2

      • -1.71%

      • 1.47%

      • 1.64%

      • Q3

      • -1.12%

      • 5.43%

      • -6.10%

      • Q4

      • 1.56%

      • 2.94%

      • 2.04%

      Composition
      Sector Weightings
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Jpmorgan Chase FRN

        • 2.71

        • 118,707,000

        • 0

        • Qbe Cap Fdg Iii 144A FRN

        • 1.87

        • 80,745,000

        • -2,000,000

        • Prudential Finl FRN

        • 1.75

        • 76,965,000

        • 0

        • Rabobank Nederland 144A FRN

        • 1.74

        • 61,657,000

        • 0

        • Nationwide Finl Svcs FRN

        • 1.52

        • 68,095,000

        • 0

        • General Elec Cap FRN

        • 1.42

        • 59,725,000

        • 0

        • General Elec Cap FRN

        • 1.41

        • 56,500,000

        • 0

        • Sompo Japan Ins 144A FRN

        • 1.38

        • 60,300,000

        • 0

        • Wells Fargo & Co New FRN

        • 1.37

        • 57,100,000

        • 0

        • Edf S A 144A FRN

        • 1.31

        • 59,880,000

        • 0

        • Name

        • Rating

        • YTD Return %

          • Nuveen Preferred Securities I

          • ★★★★★
          • 8.20

          • Forward Select Income Advisor

          • ★★★★★
          • 12.92

          • Forward Select Income Institutional

          • ★★★★★
          • 12.96

          • Nuveen Preferred Securities R3

          • ★★★★
          • 7.70

          • Cohen & Steers Preferred Sec & Inc I

          • ★★★★
          • 10.62

          • Nuveen Preferred Securities A LW

          • ★★★★
          • 7.93

          • Forward Select Income C

          • ★★★★
          • 12.09

          • Forward Select Income A Load Waived

          • ★★★★
          • 12.64

          • Cohen & Steers Preferred Sec & Inc A LW

          • ★★★★
          • 10.23

          • Principal Preferred Securities R4

          • ★★★
          • 10.00

          • Name

          • PPSAX

          • Category

            • Expense Ratio

            • 1.07%

            • 1.35%

            • Net Assets

            • 843.69M

            • 273.75M

            • Dividend Yield

            • -

            • 5.48

            • Price/Book

            • -

            • 1.30

            • Price/Sales

            • -

            • 2.37

            • Price/Cash Flow

            • -

            • 8.22

            Profile

            Name of Issuer

            Principal Funds

            Fund Style

            Open

            Fund Manager

            Manu Krishnan

            Investment Style

            -

            -

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA NA
            Initial Purchase: AIP 100
            Front load 3.75
            Back Load 3.75

            Inception

            6/28/2005