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SRCMX

Mutual Fund ticker: NASDAQ

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Principal California Municipal A (SRCMX) Ownership - Who owns Principal California Municipal A?

The investment seeks to provide as high a level of current income that is exempt from federal and state personal income tax as is consistent with prudent investment management and preservation of capital... Show more

Category: #Muni California Interm/Short

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Fixed Income Funds

Fundamentals

SRCMX

Net Assets

618M

Fund Existence

about 36 years

Turnover

35.90

Total Expense Ratio

0.87

Front Load

3.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Muni California Intermediate

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.87

Assets in Top Ten Holdings

111M

Average Credit Quality

Average Effective Duration

6.55

Average Effective Maturity

12.35

Fund of Funds

Fund Share Class Net Assets

317M

Fund Type

OpenEnd

Index Fund

Management Fee

0.40

Modified Duration

8.27

No Load Fund

Number of Long Holdings

206.00

Number of Net Holdings

207.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

19.62%

Gain YTD

-1.603

Annual Yield % from dividends

3.32

Returns for 1 year

-0.45

Returns for 3 years

3.54

Returns for 5 years

-3.00

Returns for 10 years

18.65

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General Information

Category MuniCaliforniaIntermShort

Profile

Fundamentals

Details