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Holdings (Monthly) Guide ↗

Opportunistic Municipal Fund

· Principal Funds, Inc
Monthly Holdings $187M AUM 7 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 New Hope Cultural Education Facilities Finance Corp 64542PGQ2 Feb 2026 3,000,000 -1,200,000 $3.1M -26.5% 1.67% DBT
2 Tuscaloosa County Industrial Development Authority 90068FAZ9 Feb 2026 2,760,282 -242,718 $2.8M -8.0% 1.52% DBT
3 Village Community Development District No 15 92708KAK3 Feb 2026 1,485,000 -15,000 $1.4M -3.4% 0.77% DBT
4 Mobile County Industrial Development Authority 60733UAB7 Feb 2026 1,500,000 -1,500,000 $1.4M -50.8% 0.77% DBT
5 New Hampshire Business Finance Authority 63607WAC8 Feb 2026 947,435 -3,634 $962K -2.9% 0.52% DBT
6 Tender Option Bond Trust Receipts/Certificates 88033MQP5 Feb 2026 668,000 -1,635,000 $831K -68.0% 0.45% DBT
7 California Infrastructure & Economic Development Bank 13034A7E4 Feb 2026 500,000 -775,000 $280K -59.3% 0.15% DBT