Principal Core Plus Bond Fund R-5 Class (PBMPX)

$9.01
B Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - Multi Sector
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Principal Core Plus Bond Fund R-5 Class 5 -0.01 -1.85% 2.07% 0.78%
Bond - Multi Sector 5 -0.04 -1.75% - -

* 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% -2.05% -0.12%
Year-to-Date -1.85% -1.75% -0.10%
1 Year -1.85% -1.24% -0.61%

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
  • 0.78%

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

Total fees paid

$992

Real cost (fees + lost compounding)

$1,227

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
87%

Return in excess of styles
(over past year)
0.53%