Principal Core Plus Bond Fund R-3 Class (PBMMX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -3.75% | -4.27% | 0.52% |
Year-to-Date | -4.80% | -5.36% | 0.56% |
1 Year | -5.63% | 0.00% | -5.63% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
5%
(low)
POTENTIAL GAIN & LOSS Help
The fund's risk of 5% means its value in a year is likely to fluctuate within the following ranges:
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%