Principal Core Plus Bond Fund (PBMPX) Alternatives
Principal Core Plus Bond Fund (PBMPX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBMPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PBMPX
PBMPX charges 0.78% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among PBMPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | PBMPX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | PBMPX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | PBMPX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | PBMPX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | PBMPX vs BCOIX |
Best Risk-Adjusted Alternatives to PBMPX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | PBMPX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | PBMPX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | PBMPX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | PBMPX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | PBMPX vs MDVAX |
Top Performing PBMPX Alternatives (YTD)
PBMPX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | PBMPX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | PBMPX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | PBMPX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | PBMPX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | PBMPX vs TGLMX |
Lowest Volatility Alternatives to PBMPX
PBMPX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | PBMPX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | PBMPX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | PBMPX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | PBMPX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | PBMPX vs TGRNX |
Lowest Drawdown Alternatives to PBMPX
PBMPX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | PBMPX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | PBMPX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | PBMPX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | PBMPX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | PBMPX vs MWIGX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | PBMPX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PBMPX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PBMPX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PBMPX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PBMPX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PBMPX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PBMPX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PBMPX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PBMPX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PBMPX vs POSIX |
Often Compared With PBMPX
What investors most often compare with PBMPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 59 | -0.18% | Sep 19, 2014 | PBMPX vs SSAFX | |
| PGIM AAA CLO ETF | CLO | 98 | 0.99% | Jul 19, 2023 | PBMPX vs PAAA | |
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | PBMPX vs SGOV | |
| Vanguard Short-Term Inflation-Protected Securities... | Inflation-Protected Bonds | 94 | 0.99% | Oct 12, 2012 | PBMPX vs VTIP | |
| Principal Tax-Exempt Bond Fund | Municipal Bonds | 39 | -1.06% | Jan 2, 1977 | PBMPX vs PTEAX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | PBMPX vs VGSBX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | PBMPX vs BCPIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | PBMPX vs AAIIX |
Compare PBMPX with Any Fund or Stock
Compare PBMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.