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.
- NAV / 1-Day Return 9.22 / 0.75 %
- Total Assets 622.9 Mil
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Adj. Expense Ratio
- 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.