PBMPX Mutual Fund

PBMPX Mutual Fund (Principal Core Plus Bond Fund Class R5) is managed by Principal Funds with $16.2M in net assets. PBMPX expense ratio is 0.71%, holding 746 positions across sectors including Financials, Industrials, Utilities. Inception date: 2000-12-06.

PBMPX performance shows a YTD return of -1.03%. The 1-year return is -0.65% and the 5-year return is -0.79%. PBMPX dividend yield stands at 4.91%, paid monthly.

PBMPX top holdings include Us T Bill Zcp 03/18/27 (2.8%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (2.4%), Us Treas Nts 4.125% 07/15/29 (2.2%), Vanguard Short-term Corporate Bond ETF (1.7%), 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.