Core Plus Bond Fund Key Fundamental Indicators
| PMSIX Fund | USD 9.18 0.04 0.44% |
As of the 7th of February, Core Plus shows the Downside Deviation of 0.1898, mean deviation of 0.1381, and Risk Adjusted Performance of 0.0469. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Core Plus, as well as the relationship between them.
Core Plus' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Core Plus' valuation are provided below:Core Plus Bond does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Core |
Core Plus 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Core Plus' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Core Plus.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Core Plus on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Core Plus Bond or generate 0.0% return on investment in Core Plus over 90 days. Core Plus is related to or competes with Sp Midcap, Shelton Emerging, Transamerica Emerging, Payden Emerging, T Rowe, Angel Oak, and Doubleline Emerging. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment p... More
Core Plus Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Core Plus' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Core Plus Bond upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1898 | |||
| Information Ratio | (0.40) | |||
| Maximum Drawdown | 0.6605 | |||
| Value At Risk | (0.22) | |||
| Potential Upside | 0.3297 |
Core Plus Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Core Plus' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Core Plus' standard deviation. In reality, there are many statistical measures that can use Core Plus historical prices to predict the future Core Plus' volatility.| Risk Adjusted Performance | 0.0469 | |||
| Jensen Alpha | 0.0042 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.38) | |||
| Treynor Ratio | 0.1641 |
Core Plus February 7, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0469 | |||
| Market Risk Adjusted Performance | 0.1741 | |||
| Mean Deviation | 0.1381 | |||
| Semi Deviation | 0.0194 | |||
| Downside Deviation | 0.1898 | |||
| Coefficient Of Variation | 977.86 | |||
| Standard Deviation | 0.1771 | |||
| Variance | 0.0314 | |||
| Information Ratio | (0.40) | |||
| Jensen Alpha | 0.0042 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.38) | |||
| Treynor Ratio | 0.1641 | |||
| Maximum Drawdown | 0.6605 | |||
| Value At Risk | (0.22) | |||
| Potential Upside | 0.3297 | |||
| Downside Variance | 0.036 | |||
| Semi Variance | 4.0E-4 | |||
| Expected Short fall | (0.21) | |||
| Skewness | 0.2168 | |||
| Kurtosis | (0.29) |
Core Plus Bond Backtested Returns
At this stage we consider Core Mutual Fund to be very steady. Core Plus Bond secures Sharpe Ratio (or Efficiency) of 0.1, which signifies that the fund had a 0.1 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Core Plus Bond, which you can use to evaluate the volatility of the entity. Please confirm Core Plus' Mean Deviation of 0.1381, downside deviation of 0.1898, and Risk Adjusted Performance of 0.0469 to double-check if the risk estimate we provide is consistent with the expected return of 0.0181%. The fund shows a Beta (market volatility) of 0.0494, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Core Plus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Core Plus is expected to be smaller as well.
Auto-correlation | 0.27 |
Poor predictability
Core Plus Bond has poor predictability. Overlapping area represents the amount of predictability between Core Plus time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Core Plus Bond price movement. The serial correlation of 0.27 indicates that nearly 27.0% of current Core Plus price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.27 | |
| Spearman Rank Test | 0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Core Plus Bond has an Annual Yield of 0.0461%. This is much higher than that of the Principal Funds family and significantly higher than that of the Intermediate Core-Plus Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Core Plus Bond Fundamental Drivers 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 Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Core Plus' direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Core Plus could also be used in its relative valuation, which is a method of valuing Core Plus by comparing valuation metrics of similar companies.Core Plus is currently under evaluation in annual yield among similar funds.
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.Fund Asset Allocation for Core Plus
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks and bonds.Asset allocation divides Core Plus' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Core Fundamentals
| Total Asset | 320.59 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 0.38 % | ||||
| One Year Return | 7.02 % | ||||
| Three Year Return | 3.54 % | ||||
| Five Year Return | (0.32) % | ||||
| Ten Year Return | 4.51 % | ||||
| Net Asset | 515.26 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | (2.05) % | ||||
| Equity Positions Weight | 0.03 % | ||||
| Bond Positions Weight | 9.27 % |
About Core Plus Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Core Plus Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Core Plus using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Core Plus Bond based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in bonds or other debt securities at the time of purchase. Principal Fds is traded on NASDAQ Exchange in the United States.
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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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