PBIQX Mutual Fund

PBIQX Mutual Fund (Principal Bond Market Index Fund Class R-5) is managed by Principal Funds with $14.9M in net assets. PBIQX expense ratio is 0.38%, holding 4288 positions across sectors including Financials, Utilities, Health Care. Inception date: 2009-12-30.

PBIQX performance shows a YTD return of -0.60%. The 1-year return is -0.49% and the 5-year return is -0.53%. PBIQX dividend yield stands at 3.85%, paid annually.

PBIQX top holdings include Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.1%), Us T-Note 1.25% 6/30/28 (1.0%), Government Of The United States Of America 0.625% 15-May-2030 (0.8%), Treasury Note (Otr) 4.13% Feb 29, 2032 (0.7%), Ishares Iboxx $ Invest Grade Corp Bond ETF (lqd) (0.7%). Go to all PBIQX holdings, PBIQX sectors, or PBIQX dividends.

PBIQX can be compared against other funds. Use PBIQX overlap to find shared positions, or PBIQX vs another fund for a side-by-side view. PBIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.