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PSHIX:NASDAQ

Principal Short-Term Income Fund Institutional Class – PSHIX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
12.300.00 (0.00%)12.06 - 12.320.0

Market data as of 6:05PM 05/20/13. Quotes are delayed by at least 15 min.

Overview - PSHIX

The investment seeks to provide as high a level of current income as is consistent with prudent investment management and stability of principal. The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by Standard & Poor's Rating Service or Baa3 or higher by Moody's Investors Service, Inc. or, if unrated, in the opinion of the Sub-Advisor of comparable quality. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±15% of the duration of the Barclays Credit 1-3 year Index.

Growth of $10,000 (10 Years)

Total Return4.83%
Yield (Trailing 12 Mo.)1.75%
Expense Ratio0.46%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure3 Years
Fund Inception07/24/1996

Trailing Total Returns - PSHIX

as of 04/30/2013
TimeframePSHIXS&P 500Short-Term Bond
1 Month0.28%1.93%0.31%
3 Month0.69%7.18%0.60%
Year-to-Date0.90%12.74%0.66%
1 Year3.71%16.89%2.63%
3 Year3.30%12.80%2.68%
5 Year4.14%5.21%3.33%
10 Year3.74%7.88%3.11%
Since Inception4.83%10.38%--

Sector Allocation - PSHIX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - PSHIX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
77.0877.08
Other2.66
 
 
0.70-1.96
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
15.1615.16
Total2.6692.9490.28
Cash0.00
 
 
9.729.72
Total Net Assets$1.71B
Total Stock Holdings0
Total Bond Holdings261

Bond Credit Quality - PSHIX

as of 04/30/2013
AAA12.24%
AA25.02%
A29.56%
BBB30.23%
BB2.24%
B0.69%
Below B0.01%
Not Rated0.01%

Top Ten Holdings - PSHIX

as of 04/30/2013
CompanyYTD Return% of Assets
Bk Amer Chrlt Nc Mtn 5.3%--1.40%
Murray Str Invt Tr I 4.647%--1.37%
Abbvie 144A 1.2%--1.35%
Cap Auto Recv Abn 2013-1 0.47%--1.32%
Prudential Covered Tr 144A 2.997%--1.25%
Berkshire Hathaway Fin 1.6%--1.21%
Jp Morgan Chase Bk Na 5.875%--1.21%
New Century He Tr 2005-3 FRN--1.17%
Transalta 6.65%--1.17%
Morgan Stanley FRN--1.13%

Valuation & Growth - PSHIX

as of 04/30/2013
ValuationPSHIXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - PSHIX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnAbove Avg
Key:  Lo 
 Hi

Tax Analysis - PSHIX, 3 Year Avg

Pretax Return3.30%
Tax-adjusted Return2.45%
Tax Cost Ratio0.82%
Potential Cap Gains0.32%

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