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Principal Core Plus Bond J (PBMJX)

8.96
-0.03
(-0.33%)
At close: 8:04:20 PM EDT
Loading Chart for PBMJX
  • Previous Close 8.99
  • YTD Return 2.29%
  • Expense Ratio 0.81%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -19.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 532.7M
  • Beta (5Y Monthly) 1.08
  • Yield 4.12%
  • 5y Average Return --
  • Holdings Turnover 159.60%
  • Last Dividend 0.10
  • 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

532.7M

Net Assets

2001-03-01

Inception Date

Performance Overview: PBMJX

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Trailing returns as of 4/8/2025. Category is Intermediate Core-Plus Bond.

YTD Return

PBMJX
2.29%
Category
0.61%
 

1-Year Return

PBMJX
3.74%
Category
3.06%
 

3-Year Return

PBMJX
0.51%
Category
5.69%
 

5-Year Return

PBMJX
0.05%
Category
3.75%
 

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Holdings: PBMJX

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Sector Weightings

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

Recent News: PBMJX

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Research Reports: PBMJX

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