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Principal Global Multi-Strategy Instl (PSMIX)

11.23 -0.03 (-0.27%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 11.26
  • YTD Return 8.37%
  • Expense Ratio 1.70%
  • Category Multistrategy
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 418.1M
  • Beta (5Y Monthly) 0.24
  • Yield 3.24%
  • 5y Average Return --
  • Holdings Turnover 147.00%
  • Last Dividend 0.36
  • Inception Date Oct 24, 2011

The fund invests in a broad range of instruments including, but not limited to, equities, bonds, currencies, commodities, convertible securities, and bank loans. Under normal market conditions, it invests in securities of issuers located throughout the world, including the U.S., invests at least 30% of its net assets in foreign and emerging market securities, and holds investments tied economically to at least twenty countries.

Principal Funds

Fund Family

Multistrategy

Fund Category

418.1M

Net Assets

2011-10-24

Inception Date

Performance Overview: PSMIX

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Trailing returns as of 10/22/2024. Category is Multistrategy.

YTD Return

PSMIX
8.37%
Category
5.60%
?

1-Year Return

PSMIX
10.57%
Category
12.76%
?

3-Year Return

PSMIX
4.91%
Category
4.12%
?

5-Year Return

PSMIX
5.13%
Category
3.42%
?

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Holdings: PSMIX

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Top 1 Holdings (17.43% of Total Assets)

SymbolCompany% Assets
PGWXX
PGWXX 17.43%

Sector Weightings

Recent News: PSMIX

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Research Reports: PSMIX

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