PBMJX Mutual Fund

PBMJX Mutual Fund (Principal Core Plus Bond Fund Class J) is managed by Principal Funds with $86.0M in net assets. PBMJX expense ratio is 0.82%, holding 787 positions across sectors including Financials, Communication Services, Utilities. Inception date: 2001-03-01.

PBMJX performance shows a YTD return of -0.50%. The 1-year return is 2.68% and the 5-year return is -0.94%. PBMJX dividend yield stands at 4.56%, paid monthly.

PBMJX top holdings include Principal Government Money Market Fund - Class R-6 (4.8%), Ishares Broad USD High Yield Corporate Bond ETF (4.2%), Vanguard Emerging Markets Government Bond ETF (2.0%), Vanguard Short-term Corporate Bond ETF (1.6%), United States Treasury Note/Bond (1.1%). Go to all PBMJX holdings, PBMJX sectors, or PBMJX dividends.

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