PBMMX Mutual Fund

PBMMX Mutual Fund (Principal Core Plus Bond Fund Class R-3) is managed by Principal Funds with $14.1M in net assets. PBMMX expense ratio is 1.02%, holding 787 positions across sectors including Financials, Communication Services, Utilities. Inception date: 2000-12-06.

PBMMX performance shows a YTD return of -0.62%. The 1-year return is 2.41% and the 5-year return is -1.12%. PBMMX dividend yield stands at 4.44%, paid monthly.

PBMMX 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 PBMMX holdings, PBMMX sectors, or PBMMX dividends.

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