Spectrum Preferred and Capital Securities Income FundPPSJX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
Taxable bond
Net assets
$5.2B
Expense ratio
1.00%
1-year return
+3.8%
3 years, a year
+7.8%
5 years, a year
+2.4%
12-month yield
5.42%
Holdings
321

What it aims to do.

The Fund seeks to provide current income.

Top 10 holdings.

Holding% of fund
PNC PNC Financial Services Group Inc/The2.22%
Principal Funds, Inc - Government Money Market Fund - Class R-61.95%
BAC Bank of America Corp1.71%
Liberty Mutual Group Inc1.71%
ING ING Groep NV1.63%
BCS Barclays PLC1.56%
NWG NatWest Group PLC1.46%
HBAN Huntington Bancshares Inc/OH1.40%
MET MetLife Inc1.37%
C Citigroup Inc1.37%

More on PPSJX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.