PBMMX Mutual Fund

PBMMX Mutual Fund (Principal Core Plus Bond Fund Class R-3) is managed by Principal Funds with $12.8M in net assets. PBMMX expense ratio is 1.02%, holding 772 positions across sectors including Financials, Industrials, Utilities. Inception date: 2000-12-06.

PBMMX performance shows a YTD return of -3.16%. The 1-year return is -2.52% and the 5-year return is -4.40%. PBMMX dividend yield stands at 4.63%, paid monthly.

PBMMX 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 PBMMX holdings, PBMMX sectors, or PBMMX dividends.

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