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Principal Fds, Inc. Core Plus Bond Fund, Institutional: (MF: PMSIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$9.06 USD

+0.02 (0.22%)

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 1.65 66
3 months 1.54 74
6 months 3.85 56
1 Year 6.25 65
3 Year 4.89 63
5 Year 0.24 71
10 Year 2.30 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 22.65
Bear Market (10/07 - 2/09) -16.43
Bull Market (2/09 - 3/21) 104.23

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.44
5 Year -0.53
10 Year 2.26
Since Inception 3.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.52 1.57 2.14 1.00
2024 -0.84 0.19 5.10 -3.47
2023 3.00 -1.10 -3.58 7.43
2022 -6.08 -5.90 -4.67 1.79
2021 -2.87 2.18 0.10 0.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.657.440.795.51-14.25-0.639.649.31-1.684.883.99
% Total Return Rel to Index 0.160.06-0.46-0.01-1.230.912.130.59-1.701.331.33
% Total Return Rel to Peer -0.130.30-1.520.55-3.950.144.983.60-1.642.502.12
% Perf Quintile vs Peer* 4.003.000.002.005.002.001.001.005.001.001.00
% Dividends 0.070.420.380.290.230.220.280.350.370.330.27
% Yield 0.364.444.124.402.522.002.363.073.462.902.45
Capital Gains ($) 0.000.000.000.000.000.130.530.000.000.000.00
Expense Ratio 0.000.480.510.560.560.560.570.460.460.490.50

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