Principal Core Plus Bond Fund Institutional Class (PMSIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -3.07% | -2.71% | -0.35% |
Year-to-Date | -4.12% | -4.02% | -0.10% |
1 Year | -4.22% | -3.62% | -0.60% |
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
- 0.52%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$670
Real cost (fees + lost compounding)
$827
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
89%
Return in excess of styles
(over past year)
-0.16%