PBMPX Mutual Fund
PBMPX Mutual Fund
Principal Core Plus Bond Fund Class R5
PBMPX Mutual Fund Overview
PBMPX Mutual Fund (Principal Core Plus Bond Fund Class R5) is managed by Principal Funds with $18.0M in net assets. PBMPX expense ratio is 0.71%, holding 787 positions across sectors including Financials, Other, Unknown. Inception date: 2000-12-06.
PBMPX performance shows a YTD return of -3.08%. The 1-year return is 3.97% and the 5-year return is -0.40%. PBMPX dividend yield stands at 4.62%, paid monthly.
PBMPX top holdings include Principal Government Money Market Fund - Class R-6 (4.8%), Ishares Tr Broad Usd High (4.2%), Vanguard Emerging Markets Government Bond ETF (2.0%), Short-term Corporate Bond ETF (vanguard) (1.6%), United States Treasury Note/bond 2.875 08/15/2045 (1.1%). View all PBMPX holdings, sector breakdown, or dividend history.
PBMPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBMPX alternatives are available via the screener, along with tax-loss harvesting opportunities.