PBOIX Mutual Fund

PBOIX Mutual Fund (Principal Bond Market Index Fund Class R-3) is managed by Principal Funds with $8.1M in net assets. PBOIX expense ratio is 0.69%, holding 4141 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2009-12-30.

PBOIX performance shows a YTD return of -0.60%. The 1-year return is 1.19% and the 5-year return is -0.98%. PBOIX dividend yield stands at 3.53%, paid annually.

PBOIX top holdings include Virginia Electric And Power Co 2.45 12/15/2050 (1.5%), American International Group Inc 4.38 06/30/2050 (1.0%), Mexico Government International Bond 5.75 10/12/2110 (0.9%), Eaton Corp 4.15 11/02/2042 4.15 2042-11-02 (0.6%), Morgan Stanley 2.94 01/21/2033 (0.6%). Go to all PBOIX holdings, PBOIX sectors, or PBOIX dividends.

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