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Principal Fds, Inc. Core Plus Bond Fund, Class R-3: (MF: PBMMX)

(NASDAQ Mutual Funds) As of Apr 8, 2026 06:19 PM ET

$9.02 USD

+0.03 (0.33%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.57 73
3 months 1.42 78
6 months 3.50 68
1 Year 5.64 76
3 Year 4.31 87
5 Year -0.28 91
10 Year 1.76 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 18.25
Bear Market (10/07 - 2/09) -17.06
Bull Market (2/09 - 3/21) 86.04

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.83
5 Year -1.04
10 Year 1.72
Since Inception 2.99

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.29 1.45 2.14 0.77
2024 -0.85 0.05 5.01 -3.62
2023 2.78 -1.24 -3.73 7.25
2022 -6.15 -6.06 -4.83 1.80
2021 -3.01 2.06 -0.02 -0.10

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.576.830.394.79-14.59-1.139.058.69-2.154.233.43
% Total Return Rel to Index 0.22-0.55-0.87-0.73-1.570.401.55-0.03-2.160.680.77
% Total Return Rel to Peer -0.07-0.31-1.93-0.16-4.30-0.364.402.97-2.101.851.56
% Perf Quintile vs Peer* 4.004.000.003.005.003.001.001.005.001.001.00
% Dividends 0.060.370.330.250.180.170.230.290.310.260.21
% Yield 0.323.993.653.952.031.531.902.592.942.391.93
Capital Gains ($) 0.000.000.000.000.000.130.530.000.000.000.00
Expense Ratio 0.001.011.021.071.071.071.071.021.021.061.07

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