PBMPX Mutual Fund

PBMPX Mutual Fund (Principal Core Plus Bond Fund Class R5) is managed by Principal Funds with $16.1M in net assets. PBMPX expense ratio is 0.71%, holding 772 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2000-12-06.

PBMPX performance shows a YTD return of -0.32%. The 1-year return is 1.56% and the 5-year return is -0.79%. PBMPX dividend yield stands at 4.76%, paid monthly.

PBMPX 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 PBMPX holdings, PBMPX sectors, or PBMPX dividends.

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