PBIQX Mutual Fund
PBIQX Mutual Fund
Principal Bond Market Index Fund Class R-5
PBIQX Mutual Fund Overview
PBIQX Mutual Fund (Principal Bond Market Index Fund Class R-5) is managed by Principal Funds with $14.2M in net assets. PBIQX expense ratio is 0.38%, holding 4050 positions across sectors including Financials, Other, Unknown. Inception date: 2009-12-30.
PBIQX performance shows a YTD return of 0.72%. The 1-year return is 3.46% and the 5-year return is -0.29%. PBIQX dividend yield stands at 3.80%, paid annually.
PBIQX top holdings include Principal Funds, Inc - Government Money Market Fund - Class R-6 (2.3%), Us Treasury N/B (0.8%), U.S. Treasury Notes 1.375%, 11/15/31 (0.6%), Gov Of The United States Of America 2.875% 8/15/2028 (0.5%), United States Treasury Note/Bond 0.63% 08/15/2030 (0.5%). View all PBIQX holdings, sector breakdown, or dividend history.
PBIQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.