Principal Dynamic Fundamental Relationships

119460 -- India Fund  

INR 11.67  0.04  0.34%

The Drivers Module shows relationships between Principal Dynamic's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Principal Dynamic Bond Dir Ann Div over time as well as its relative position and ranking within its peers. Check also Trending Equities.

Principal Dynamic Bond Three Year Return vs. Minimum Initial Investment Fundamental Analysis

Principal Dynamic Bond Dir Ann Div is the top fund in minimum initial investment among similar funds. It is the top fund in three year return among similar funds . The ratio of Minimum Initial Investment to Three Year Return for Principal Dynamic Bond Dir Ann Div is about  782.47 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Principal Dynamic 
Minimum Initial Investment 
=  
First Fund Deposit 
=
5 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Principal Dynamic 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
6.39 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Principal Dynamic Bond Three Year Return Comparison

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