Principal Core Plus Bond Fund R-3 Class (PBMMX)

$9.00
B Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - U.S. Corporate
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Principal Core Plus Bond Fund R-3 Class 5 0.00 -1.75% 2.86% 1.09%
Bond - U.S. Corporate 17 0.16 -1.48% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -2.17% -2.10% -0.07%
Year-to-Date -1.75% -1.48% -0.26%
1 Year -1.75% 0.00% -1.75%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

5%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 5% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.09%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,365

Real cost (fees + lost compounding)

$1,691

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
88%

Return in excess of styles
(over past year)
0.32%