PBMPX Mutual Fund

PBMPX Mutual Fund (Principal Core Plus Bond Fund Class R5) is managed by Principal Funds with $16.2M in net assets. PBMPX expense ratio is 0.71%, holding 772 positions across sectors including Financials, Industrials, Utilities. Inception date: 2000-12-06.

PBMPX performance shows a YTD return of -2.93%. The 1-year return is -2.21% and the 5-year return is -0.79%. PBMPX dividend yield stands at 4.95%, paid monthly.

PBMPX 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 PBMPX holdings, PBMPX sectors, or PBMPX dividends.

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