PBMJX Mutual Fund

PBMJX Mutual Fund (Principal Core Plus Bond Fund Class J) is managed by Principal Funds with $81.8M in net assets. PBMJX expense ratio is 0.82%, holding 746 positions across sectors including Financials, Industrials, Utilities. Inception date: 2001-03-01.

PBMJX performance shows a YTD return of -1.11%. The 1-year return is -0.75% and the 5-year return is -0.91%. PBMJX dividend yield stands at 4.71%, paid monthly.

PBMJX top holdings include Us T Bill Zcp 03/18/27 (2.8%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (2.4%), Us Treas Nts 4.125% 07/15/29 (2.2%), Vanguard Short-term Corporate Bond ETF (1.7%), 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.