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Principal Fds, Inc. Core Plus Bond Fund, Class R-5: (MF: PBMPX)

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

$8.92 USD

-0.06 (-0.67%)

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 0.28 72
3 months -0.07 68
6 months 0.78 76
1 Year 4.69 50
3 Year 3.25 78
5 Year -0.27 79
10 Year 1.71 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 19.86
Bear Market (10/07 - 2/09) -16.69
Bull Market (2/09 - 3/21) 96.39

Load Adjusted Returns as of Apr 30, 2026

1 Year 4.33
5 Year -0.21
10 Year 1.75
Since Inception 3.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.32 NA NA NA
2025 2.36 1.53 2.22 0.85
2024 -0.88 0.13 5.08 -3.44
2023 2.86 -1.05 -3.76 7.41
2022 -6.07 -5.99 -4.75 1.87
2021 -2.84 2.14 -0.03 -0.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.287.140.715.20-14.32-0.839.289.11-1.934.643.74
% Total Return Rel to Index -0.27-0.24-0.55-0.32-1.300.711.780.38-1.951.101.08
% Total Return Rel to Peer -0.700.00-1.610.24-4.02-0.054.623.39-1.892.261.87
% Perf Quintile vs Peer* 5.004.004.002.005.003.001.001.005.001.001.00
% Dividends 0.130.400.360.270.210.200.260.320.340.300.24
% Yield 4.364.273.954.232.341.832.192.883.242.682.22
Capital Gains ($) 0.000.000.000.000.000.130.530.000.000.000.00
Expense Ratio 0.000.700.710.760.760.760.760.710.710.750.76

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