Principal Short-Term Income Fund Class C (STCCX)

Fund Assets	3.08B
Expense Ratio	1.55%
Min. Investment	$1,000
Turnover	42.30%
Dividend (ttm)	0.34
Dividend Yield	2.87%
Dividend Growth	3.34%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 30, 2026

Previous Close	11.92
YTD Return	0.07%
1-Year Return	0.67%
5-Year Return	6.82%
52-Week Low	11.91
52-Week High	12.21
Beta (5Y)	0.05
Holdings	465
Inception Date	Mar 1, 2002

About STCCX

Principal Short-Term Income Fund Class C is an actively managed mutual fund focused on high‑quality, short‑duration fixed income. Its primary objective is to deliver a high level of current income while seeking stability of principal over an 18‑ to 24‑month investment horizon. The portfolio invests mainly in investment‑grade bonds and other fixed‑rate, taxable securities with short maturities, drawing from corporate issuers as well as government‑related debt. The fund is managed by an experienced team and is commonly evaluated against short-term bond peers and benchmarks such as the Bloomberg US 1–3 Year Index, which tracks investment‑grade bonds with roughly one to three years to maturity. Within the fixed income market, the fund plays a role in cash management and duration control for investors aiming to temper interest rate sensitivity while maintaining income generation. Its mandate emphasizes credit quality and diversification across sectors like corporates, agencies, and supranationals, positioning it as a core short‑term bond holding for investors seeking conservative income and principal steadiness in varying rate environments.

• Fund Family: Principal Funds
• Category: Short-Term Bond
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: STCCX
• Share Class: Class C
• Index: Bloomberg 1-3 Y Credit TR

Performance

STCCX had a total return of 0.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.36%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FYBTX	Fidelity	Fidelity Series Short-Term Credit Fund	n/a

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PSHIX	Institutional Class	0.39%
PSJIX	Class J	0.59%
SRHQX	Class A	0.60%
PSIQX	R-5	0.61%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 30, 2026	$0.03012	Sep 30, 2026
Aug 31, 2026	$0.02812	Aug 31, 2026
Jul 31, 2026	$0.03177	Jul 31, 2026
Jun 30, 2026	$0.0287	Jun 30, 2026
May 29, 2026	$0.02936	May 29, 2026
Apr 30, 2026	$0.02876	Apr 30, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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