Nasdaq - Delayed Quote
USD
Principal Core Plus Bond Inst (PMSIX)
8.71
+0.02
(+0.23%)
As of 8:10:22 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.95% |
|---|---|
| 5y Average Return | -0.59% |
| Number of Years Up | 18 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 30, 2026) | 9.87% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 9.87% |
| Worst 3Y Total Return | -3.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PMSIX
Category
- YTD
- -2.85%
- -0.61%
- 1-Month
- -2.97%
- 0.77%
- 3-Month
- -3.77%
- 1.99%
- 1-Year
- -1.87%
- 3.06%
- 3-Year
- 4.17%
- 5.69%
- 5-Year
- -0.98%
- 3.75%
- 10-Year
- 1.37%
- 3.84%
- Last Bull Market
- 6.24%
- 4.61%
- Last Bear Market
- -5.91%
- 1.87%
Annual Total Return (%) History
Year
PMSIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.27% | 1.23% | -3.77% | -- |
|
2025
|
2.52% | 1.58% | 2.15% | 1.01% |
|
2024
|
-0.73% | 0.19% | 5.11% | -3.48% |
|
2023
|
3.01% | -1.11% | -3.59% | 7.32% |
|
2022
|
-6.08% | -5.91% | -4.68% | 1.80% |
|
2021
|
-2.87% | 2.18% | 0.10% | 0.01% |
|
2020
|
0.59% | 5.33% | 1.49% | 2.00% |
|
2019
|
3.81% | 3.35% | 2.10% | 0.31% |
|
2018
|
-1.68% | -0.55% | 0.54% | -0.00% |
|
2017
|
1.21% | 1.77% | 1.12% | 0.71% |
Rank in Category (By Total Return)
| YTD | 48 |
| 1-Month | 77 |
|---|---|
| 3-Month | 59 |
| 1-Year | 52 |
| 3-Year | 73 |
| 5-Year | 84 |
Load Adjusted Returns
| 1-Year | -1.87% |
| 3-Year | 4.17% |
|---|---|
| 5-Year | -0.98% |
| 10-Year | 1.37% |
Performance & Risk
| YTD Return | -0.95% |
| 5y Average Return | -0.59% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Principal Funds |
| Net Assets | 440.4M |
| YTD Return | -2.85% |
| Yield | 5.14% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2005 |
Fund Summary
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.
