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Strategy differentiators

  • Incorporates the expertise of Principal’s global fixed income platform in a single multi-sector portfolio solution.

  • Repeatable investment process and proprietary investment tools foster cross-sector collaboration and seek to identify and take advantage of inefficiencies across changing market environments.

  • Rigorous risk management framework is designed to aid in providing downside risk mitigation and capital preservation.

Strategy facts

  • Manager

    Principal Fixed Income 

  • Inception

    1 April 2000 
     

  • Index

    Bloomberg U.S. Aggregate Bond Index

  • Targeted number of issuers

    n/a

  • Expected turnover

    100-200%

  • Investment vehicles

    IMA, SMA, U.S. Mutual Fund

Portfolio management

Principal Fixed Income

A global platform of integrated and specialized teams focused on delivering innovative, actively managed total return and yield-oriented investment solutions through capabilities that span all major fixed income sectors.

PM Title
Portfolio Manager
Name
William C. Armstrong, CFA
35 years of experience
PM Title
Portfolio Manager
Name
Bryan C. Davis, CFA
31 years of experience
Learn more

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Understanding commercial mortgage-backed securities and the benefits of allocating to public debt.

Past performance does not guarantee future results.

Fixed‐income investment options are subject to interest rate risk, and their value will decline as interest rates rise.

Investment guidelines are subject to change.

Not all investment options are available in all jurisdictions. Certain vehicles have not been registered with the United States Securities and Exchange Commission under the United States Securities Act of 1933 and may not be directly or indirectly offered or sold in the United States or to any United States person.

The Bloomberg U.S. Aggregate Bond Index measures the performance of investment grade, U.S. dollar-denominated, fixed-rate taxable bond market, including Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM passthroughs), ABS, and CMBS.

Principal Fixed Income is an investment team within Principal Global Investors.