PMSIX Mutual Fund
PMSIX Mutual Fund
Principal Core Plus Bond Fund Institutional Class
PMSIX Mutual Fund Overview
PMSIX Mutual Fund (Principal Core Plus Bond Fund Institutional Class) is managed by Principal Funds with $288.6M in net assets. PMSIX expense ratio is 0.49%, holding 787 positions across sectors including Financials, Other, Unknown. Inception date: 2001-03-01.
PMSIX performance shows a YTD return of -2.84%. The 1-year return is 4.17% and the 5-year return is -0.19%. PMSIX dividend yield stands at 4.80%, paid monthly.
PMSIX 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 PMSIX holdings, sector breakdown, or dividend history.
PMSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.