PBMJX Mutual Fund

PBMJX Mutual Fund (Principal Core Plus Bond Fund Class J) is managed by Principal Funds with $82.9M in net assets. PBMJX expense ratio is 0.82%, holding 772 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2001-03-01.

PBMJX performance shows a YTD return of -0.11%. The 1-year return is 1.94% and the 5-year return is -4.34%. PBMJX dividend yield stands at 4.56%, paid monthly.

PBMJX top holdings include Ishares Broad USD High Yield Corporate Bond ETF (4.3%), Vanguard Emerging Markets Government Bond ETF (2.0%), Short-term Corporate Bond ETF (vanguard (1.6%), Principal Funds, Inc - Government Money Market Fund - 3.55 12/31/2049 (1.2%), United States Treasury Note /Bond 2.88 08/15/2045 (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.