Core Plus Bond Fund Quote

PMSIX Fund  USD 9.02  0.01  0.11%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Core Plus is trading at 9.02 as of the 20th of July 2025; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.01. Core Plus has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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 and corporate bonds.. More on Core Plus Bond

Moving together with Core Mutual Fund

  0.75SABPX Strategic Asset ManaPairCorr
  0.72SACAX Strategic Asset ManaPairCorr
  0.74SAGPX Strategic Asset ManaPairCorr
  0.86PFIJX Strategic Asset ManaPairCorr
  0.69PFIEX International EquityPairCorr
  0.86PFIFX Strategic Asset ManaPairCorr

Core Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Principal Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Core Plus Bond [PMSIX] is traded in USA and was established 20th of July 2025. Core Plus is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Principal Funds family. This fund at this time has accumulated 606.2 M in assets with no minimum investment requirementsCore Plus Bond is currently producing year-to-date (YTD) return of 3.22% with the current yeild of 0.0%, while the total return for the last 3 years was 1.95%.
Check Core Plus Probability Of Bankruptcy

Instrument Allocation

Top Core Plus Bond Mutual Fund Constituents

HYGiShares iBoxx HighEtfHigh Yield Bond
JNKSPDR Bloomberg HighEtfHigh Yield Bond
LQDiShares iBoxx InvestmentEtfCorporate Bond
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Core Plus Top Holders

LTINXPrincipal Lifetime 2015Mutual FundTarget-Date 2015
PTCAXPrincipal Lifetime 2030Mutual FundTarget-Date 2030
PTERXPrincipal Lifetime 2050Mutual FundTarget-Date 2050
LTPDXPrincipal Lifetime 2025Mutual FundTarget-Date 2025
PTEFXPrincipal Lifetime 2050Mutual FundTarget-Date 2050
LTVPXPrincipal Lifetime 2025Mutual FundTarget-Date 2025
PPLIXPrincipal Lifetime 2050Mutual FundTarget-Date 2050
LTPEXPrincipal Lifetime 2035Mutual FundTarget-Date 2035
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Core Plus Bond Risk Profiles

Core Plus Against Markets

Other Information on Investing in Core Mutual Fund

Core Plus financial ratios help investors to determine whether Core Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Core with respect to the benefits of owning Core Plus security.
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