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Principal Core Plus Bond Inst (PMSIX)

8.71 +0.02 (+0.23%)
As of 8:10:22 AM EST. Market Open.
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  • Previous Close 8.69
  • YTD Return -2.85%
  • Expense Ratio 0.49%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -19.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 440.4M
  • Beta (5Y Monthly) 1.07
  • Yield 5.14%
  • 5y Average Return --
  • Holdings Turnover 165.00%
  • Last Dividend 0.37
  • Inception Date Jun 28, 2005

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds. Bonds include securities issued or guaranteed by the U.S. government or its agencies or instrumentalities; asset-backed securities and mortgage-backed securities (securitized products, including collateralized mortgage obligations); and corporate bonds.

Principal Funds

Fund Family

Intermediate Core-Plus Bond

Fund Category

440.4M

Net Assets

2005-06-28

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Intermediate Core-Plus Bond.

YTD Return

PMSIX
2.85%
Category
0.61%

1-Year Return

PMSIX
1.87%
Category
3.06%

3-Year Return

PMSIX
4.17%
Category
5.69%

5-Year Return

PMSIX
0.98%
Category
3.75%

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