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Principal Core Plus Bond R5 PBMPX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 9.22  /  0.75 %
  • Total Assets 622.9 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.780%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.40%
  • Effective Duration 6.39 years

Morningstar’s Analysis PBMPX

Will PBMPX 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 R5'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 second-highest quintile among peers.

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