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Principal Fds, Inc. Core Plus Bond Fund, Class J: (MF: PBMJX)

(NASDAQ Mutual Funds) As of May 15, 2026 06:00 PM ET

$9.07 USD

-0.06 (-0.66%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.24 76
3 months -0.10 72
6 months 0.71 79
1 Year 4.50 57
3 Year 3.11 84
5 Year -0.38 84
10 Year 1.61 37

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 18.16
Bear Market (10/07 - 2/09) -17.14
Bull Market (2/09 - 3/21) 91.74

Load Adjusted Returns as of Apr 30, 2026

1 Year 3.21
5 Year -0.32
10 Year 1.64
Since Inception 2.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.34 NA NA NA
2025 2.29 1.47 2.26 0.81
2024 -0.90 -0.01 5.10 -3.51
2023 2.89 -1.19 -3.66 7.38
2022 -6.09 -6.02 -4.82 1.80
2021 -2.91 2.17 -0.05 -0.04

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.247.020.495.18-14.48-0.909.298.91-2.044.483.65
% Total Return Rel to Index -0.30-0.35-0.76-0.34-1.460.641.780.19-2.050.930.99
% Total Return Rel to Peer -0.72-0.11-1.820.22-4.18-0.124.633.19-2.002.101.78
% Perf Quintile vs Peer* 5.004.005.002.005.003.001.001.005.001.001.00
% Dividends 0.130.390.350.260.200.190.250.300.330.290.24
% Yield 4.174.093.794.052.191.722.112.673.072.552.15
Capital Gains ($) 0.000.000.000.000.000.130.530.000.000.000.00
Expense Ratio 0.000.810.800.940.850.820.830.880.820.850.79

* 1 = Top 20%, 5 = Bottom 20%