Nasdaq - Delayed Quote USD

Principal Core Plus Bond R3 (PBMMX)

8.83
+0.01
+(0.11%)
At close: 8:01:57 PM EDT
Loading Chart for PBMMX
  • Previous Close 8.82
  • YTD Return 2.65%
  • Expense Ratio 1.01%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 536.84M
  • Beta (5Y Monthly) 1.06
  • Yield 4.03%
  • 5y Average Return --
  • Holdings Turnover 159.60%
  • Last Dividend 0.12
  • Inception Date Mar 1, 2001

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds. Bonds include securities issued or guaranteed by the U.S. government or its agencies or instrumentalities; asset-backed securities and mortgage-backed securities (securitized products, including collateralized mortgage obligations); and corporate bonds.

Principal Funds

Fund Family

Intermediate Core-Plus Bond

Fund Category

536.84M

Net Assets

2001-03-01

Inception Date

Performance Overview: PBMMX

View More

Trailing returns as of 5/23/2025. Category is Intermediate Core-Plus Bond.

YTD Return

PBMMX
2.65%
Category
0.61%
 

1-Year Return

PBMMX
6.83%
Category
3.06%
 

3-Year Return

PBMMX
0.83%
Category
5.69%
 

5-Year Return

PBMMX
0.81%
Category
3.75%
 

People Also Watch

Holdings: PBMMX

View More

Sector Weightings

SectorPBMMX
Energy   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Healthcare   0.00%

Recent News: PBMMX

View More

Research Reports: PBMMX

View More

Top Mutual Funds