Get the free Inflation Protection Fund (J) - Principal Financial Group

Inflation Protection Fund (J) as of 09/30/2011 Ticker: PIPE Investment Strategy Morningstar category The investment seeks to provide current income and real (after-inflation) total returns. The fund

S. Aggregate Bond Index. The Fund invests in short-term securities and bonds issued in the form of cash. The short-term portion of the portfolio consists of high-quality bonds, such as treasury bills, notes, and government and corporate obligations with maturities of three months or less. The short-term portion consists most high grade corporate, government, and agency obligations at maturities of 15 days or less. The Fund buys and sells fixed-to-floating rate securities and index futures. The Fund invests exclusively in cash and short-term instruments that do not contain embedded derivatives or other investment-related credit risk unless the Fund's investment advisor has consented to the use of derivatives and other investment-related credit risk in the Fund's investment decision. The Fund has a significant amount of cash and short-term investments. As of the June 30, 2012, Fund investments consisted of: Percent of total assets (1) Long-term holdings: (2) Government: Treasury Bills 0.3% 0.23% Corporate Fixed Income 0.22% 0.35% Government Securities (2) 15.9% 14.6% Government Notes and Bonds (2) 0.1% 0.1% Short-term securities (3) 0.2% 0.3% Short-term investment futures (3) 3.7% 2.4% Treasury Inflation-Protected Securities 2.2% 0.92% Other Government Securities 0.1% 0.8% Mortgage-Backed Securities 1.4% 0.47% Total 100% (1) U.S. Treasury securities (2) represent an interest in or obligation of the U.S. government. (3) The Fund invests in index futures contracts. The index futures contracts in the Fund consist of a majority of fixed-maturity government ETFs, many of which have higher net asset value and higher yields than traditional government bonds and mortgage-backed securities. (4) All percentages are expressed in percentage of total assets. (5) Inflation-protected securities are interest rate swap agreements that provide for fixed coupons. As a result of the swap agreement, holders of inflation-protected securities receive lower rates of interest or purchase price adjustments if the nominal interest rate on the swap contract is higher than market interest rates, respectively. The swap agreement is similar to the coupon Swap Agreement.

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What is inflation protection fund j?

The inflation protection fund j is a financial instrument designed to protect against the impact of inflation on an investment portfolio.

Who is required to file inflation protection fund j?

Only investors who wish to protect their investments against inflation are required to file inflation protection fund j.

How to fill out inflation protection fund j?

To fill out inflation protection fund j, investors need to provide information about their investment portfolio and indicate their desired level of inflation protection.

What is the purpose of inflation protection fund j?

The purpose of inflation protection fund j is to safeguard investments from the negative effects of inflation, ensuring their real value is preserved.

What information must be reported on inflation protection fund j?

On inflation protection fund j, investors must report details of their investment portfolio, such as asset types, allocation percentages, and desired inflation protection level.

When is the deadline to file inflation protection fund j in 2023?

The deadline to file inflation protection fund j in 2023 is not yet determined. Please refer to the official guidelines or contact the relevant authorities for the exact deadline.

What is the penalty for the late filing of inflation protection fund j?

The penalty for the late filing of inflation protection fund j can vary depending on the jurisdiction and regulations. It is advisable to consult the appropriate authorities or seek professional advice for specific penalty information.

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