PBMJX Mutual Fund

PBMJX Mutual Fund (Principal Core Plus Bond Fund Class J) is managed by Principal Funds with $82.7M in net assets. PBMJX expense ratio is 0.82%, holding 772 positions across sectors including Financials, Industrials, Utilities. Inception date: 2001-03-01.

PBMJX performance shows a YTD return of -2.96%. The 1-year return is -2.28% and the 5-year return is -4.34%. PBMJX dividend yield stands at 4.75%, paid monthly.

PBMJX top holdings include Cash Offset (4.5%), Principal Government Money Market R-6 (3.6%), Us Treas Nts 4.125% 07/15/29 (2.2%), Vanguard Emerging Markets Government Bond ETF (2.2%), Ishares Broad USD High Yield Corporate Bond ETF (2.0%). Go to all PBMJX holdings, PBMJX sectors, or PBMJX dividends.

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