Core Plus Bond Fund Quote

PMSIX Fund  USD 9.18  0.04  0.44%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Core Plus is trading at 9.18 as of the 6th of February 2026; that is 0.44 percent up since the beginning of the trading day. The fund's open price was 9.14. Core Plus has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 8th of November 2025 and ending today, the 6th of February 2026. 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

  0.82SABPX Strategic Asset ManaPairCorr
  0.81SACAX Strategic Asset ManaPairCorr
  0.81SAGPX Strategic Asset ManaPairCorr
  0.86PFIJX Strategic Asset ManaPairCorr
  0.83PFIEX International EquityPairCorr
  0.91PFIFX 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 Date31st of December 2025
Expense Ratio Date1st of March 2025
Fiscal Year EndOctober
Core Plus Bond [PMSIX] is traded in USA and was established 6th of February 2026. 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 515.26 M in assets with no minimum investment requirementsCore Plus Bond is currently producing year-to-date (YTD) return of 0.38% with the current yeild of 0.05%, while the total return for the last 3 years was 3.54%.
Check Core Plus Probability Of Bankruptcy

Instrument Allocation

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
More Details

Core Plus Bond Risk Profiles

Core Plus Against Markets

Core Mutual Fund Analysis Notes

The fund maintains about 9.27% of assets in bonds. Core Plus Bond last dividend was 0.02 per share. Large To find out more about Core Plus Bond contact the company at 800-222-5852.

Core Plus Bond Investment Alerts

The fund generated five year return of 0.0%
Core Plus Bond maintains about 9.27% of its assets in bonds

Top Core Plus Bond Mutual Fund Constituents

Institutional Mutual Fund Holders for Core Plus

Have you ever been surprised when a price of an equity instrument such as Core Plus is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Core Plus Bond backward and forwards among themselves. Core Plus' institutional investor refers to the entity that pools money to purchase Core Plus' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
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
More Details
Note, although Core Plus' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Core Plus Outstanding Bonds

Core Plus issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Core Plus Bond uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Core bonds can be classified according to their maturity, which is the date when Core Plus Bond has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Core Plus Predictive Daily Indicators

Core Plus intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Core Plus mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Core Plus Forecast Models

Core Plus' time-series forecasting models are one of many Core Plus' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Core Plus' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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.
Fundamental Analysis
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