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Principal Fds, Inc. Tax-exempt Bond Fd Cl C: (MF: PTBCX)

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

$6.64 USD

+0.01 (0.15%)

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 1.77 68
3 months 1.71 75
6 months 5.79 43
1 Year 3.41 73
3 Year 3.41 90
5 Year 0.08 96
10 Year 1.36 87

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -7.61
Bull Market (2/09 - 3/21) 65.57

Load Adjusted Returns as of Feb 28, 2026

1 Year 1.91
5 Year -0.46
10 Year 1.26
Since Inception 2.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.40 -0.79 2.94 1.20
2024 0.15 0.18 1.86 -1.38
2023 2.65 0.24 -3.17 6.06
2022 -7.40 -4.78 -4.10 3.53
2021 -0.16 2.32 -0.82 0.46

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.772.940.795.67-12.461.784.047.74-0.255.53-1.64
% Total Return Rel to Index -0.26-1.30-0.13-0.72-3.930.26-1.150.17-1.540.08-1.88
% Total Return Rel to Peer -0.03-0.29-2.060.04-3.42-0.480.171.18-1.191.07-1.53
% Perf Quintile vs Peer* 3.004.000.003.004.003.003.002.005.002.005.00
% Dividends 0.020.190.170.140.120.090.100.150.190.200.21
% Yield 0.212.762.492.711.791.201.351.972.722.762.91
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.821.621.741.571.611.631.601.601.601.63

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