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Principal High Yield Inst (PHYTX)

6.65
+0.04
+(0.61%)
At close: 8:01:58 PM EDT
Loading Chart for PHYTX
  • Previous Close 6.61
  • YTD Return 0.57%
  • Expense Ratio 0.60%
  • Category High Yield Bond
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 6.06B
  • Beta (5Y Monthly) 0.77
  • Yield 6.82%
  • 5y Average Return --
  • Holdings Turnover 39.10%
  • Last Dividend 0.15
  • Inception Date Apr 8, 1998

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in below investment grade bonds and bank loans (sometimes called “high yield” or “junk”), which are rated Ba1 or lower by Moody’s Investors Service, Inc. (“Moody’s”) and BB+ or lower by S&P Global Ratings. It also invests in investment grade bank loans (also known as senior floating rate interests) and securities of foreign issuers.

Principal Funds

Fund Family

High Yield Bond

Fund Category

6.06B

Net Assets

1998-04-08

Inception Date

Performance Overview: PHYTX

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Trailing returns as of 5/9/2025. Category is High Yield Bond.

YTD Return

PHYTX
0.57%
Category
3.62%
 

1-Year Return

PHYTX
6.91%
Category
14.69%
 

3-Year Return

PHYTX
5.96%
Category
6.16%
 

5-Year Return

PHYTX
6.51%
Category
6.21%
 

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Holdings: PHYTX

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Sector Weightings

SectorPHYTX
Energy   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Healthcare   0.00%

Recent News: PHYTX

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Research Reports: PHYTX

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