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Holdings (Monthly) Guide ↗

Opportunistic Municipal Fund

· Principal Funds, Inc
Monthly Holdings $187M AUM 3 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 13 New 3 Added 7 Reduced 29 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 California Public Finance Authority 13057TAA9 Feb 2026 3,500,000 +1,000,000 $3.8M +39.7% 2.04% DBT
2 Tender Option Bond Trust Receipts/Certificates 88035JZQ8 Feb 2026 1,010,000 +910,000 $1.0M +910.0% 0.55% DBT
3 Mississippi Business Finance Corp 60528ACC6 Feb 2026 555,000 +235,000 $555K +73.4% 0.30% DBT