PMSIX Mutual Fund

PMSIX Mutual Fund (Principal Core Plus Bond Fund Institutional Class) is managed by Principal Funds with $284.7M in net assets. PMSIX expense ratio is 0.49%, holding 787 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2001-03-01.

PMSIX performance shows a YTD return of -0.30%. The 1-year return is 2.93% and the 5-year return is -0.61%. PMSIX dividend yield stands at 4.95%, paid monthly.

PMSIX 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 PMSIX holdings, PMSIX sectors, or PMSIX dividends.

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