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Principal Core Plus Bond R3 PBMMX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 9.21  /  0.65 %
  • Total Assets 622.9 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.09%
  • Effective Duration 6.39 years

Morningstar’s Analysis PBMMX

Will PBMMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Principal Core Plus Bond R3's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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