Morningstar

Principal Bond Market Index Fund R-3 Class PBOIX

Medalist Rating as of Aug 31, 2026 See Principal Investment Hub

Strategy

The investment seeks to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in investments designed to track the Bloomberg US Aggregate Index (the "index"). The index is composed of investment grade, fixed-rate debt issues with maturities of one year or more, including government securities, corporate securities, and asset-backed and mortgage-backed securities (securitized products).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PNIIX	Principal Bond Market Index Institutional Class	Institutional	Open			Dec 30, 2009	$3.40B	0.120%	Low	$0	$515.46M
PBIQX	Principal Bond Market Index Fund R-5 Class	Retirement, Large	Open			Dec 30, 2009	$14.79M	0.380%	Average	$0	−$178,296.90
PBOIX	Principal Bond Market Index Fund R-3 Class	Retirement, Medium	Open			Dec 30, 2009	$8.76M	0.690%	Low	$0	−$102,778.78
PBIJX	Principal Bond Market Index Fund Class J	Retirement, Medium	Open			Mar 16, 2010	$41.72M	0.430%	Low	$1,000	$3.42M

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