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

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

$9.04 USD

+0.04 (0.44%)

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 1.62 68
3 months 1.50 76
6 months 3.65 63
1 Year 6.06 68
3 Year 4.66 73
5 Year 0.04 80
10 Year 2.08 26

* 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) 96.53

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.14
5 Year -0.72
10 Year 2.04
Since Inception 3.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 1.627.140.715.20-14.32-0.839.289.11-1.934.643.74
% Total Return Rel to Index 0.25-0.24-0.55-0.32-1.300.711.780.38-1.951.101.08
% Total Return Rel to Peer -0.040.00-1.610.24-4.02-0.054.623.39-1.892.261.87
% Perf Quintile vs Peer* 3.004.000.002.005.003.001.001.005.001.001.00
% Dividends 0.060.400.360.270.210.200.260.320.340.300.24
% Yield 0.344.273.954.232.341.832.192.883.242.682.22
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%