PBPPX Mutual Fund
PBPPX Mutual Fund
Principal Inflation Protection Fund Class R-5
PBPPX Mutual Fund Overview
PBPPX Mutual Fund (Principal Inflation Protection Fund Class R-5) is managed by Principal Funds with $3.9M in net assets. PBPPX expense ratio is 0.37%, holding 133 positions across sectors including Financials, Other, Unknown. Inception date: 2004-12-29.
PBPPX performance shows a YTD return of 0.40%. The 1-year return is 3.04% and the 5-year return is 0.49%. PBPPX dividend yield stands at 4.50%, paid annually.
PBPPX top holdings include Principal Government Money Market Fund - Class R-6 (5.3%), U.S. Treasury Inflation Indexed Note, 2.125%, Due 01/15/2035 (4.3%), Treasury (Cpi) Note 1.88% Jul 15, 2035 (4.2%), Treasury (Cpi) Note 1.88% Jul 15, 2034 (3.7%), United States Treasury Inflation Indexed Bonds, 1.7500% 01/15/2034 (3.6%). View all PBPPX holdings, sector breakdown, or dividend history.
PBPPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.