PBMPX Mutual Fund

PBMPX Mutual Fund (Principal Core Plus Bond Fund Class R5) is managed by Principal Funds with $16.7M in net assets. PBMPX expense ratio is 0.71%, holding 787 positions across sectors including Financials, Communication Services, Utilities. Inception date: 2000-12-06.

PBMPX performance shows a YTD return of -0.43%. The 1-year return is 2.73% and the 5-year return is -0.82%. PBMPX dividend yield stands at 4.76%, paid monthly.

PBMPX 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 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.