Core Plus Financials
| PMSIX Fund | USD 9.18 0.04 0.44% |
Core |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Core Plus Fund Summary
Core Plus competes with Versatile Bond, Multisector Bond, Artisan High, Ambrus Core, and Nuveen Ohio. 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.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74253M1595 |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Core Plus Key Financial Ratios
Core Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Core Plus's current stock value. Our valuation model uses many indicators to compare Core Plus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Core Plus competition to find correlations between indicators driving Core Plus's intrinsic value. More Info.Core Plus Bond is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 8.24 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Core Plus' earnings, one of the primary drivers of an investment's value.Core Plus February 6, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Core Plus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Core Plus Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Core Plus Bond based on widely used predictive technical indicators. In general, we focus on analyzing Core Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Core Plus's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1956 | |||
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 0.6612 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.3304 |
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.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |