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Investment Type: pif

Bond Market Index R5 Fund (PBIQX)







Quick Facts


PBIQX
12/30/2009
Intermediate Core Bond
$2,697.40

Investment Strategy

   What's this?
The investment seeks to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in investments designed to track the Bloomberg US Aggregate Index (the "index"). The index is composed of investment grade, fixed-rate debt issues with maturities of one year or more, including government securities, corporate securities, and asset-backed and mortgage-backed securities (securitized products).




Morningstar Style Box™

  as of 05/31/2025
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 06/30/2025
   What's this?

Out of 429 Intermediate Core Bond Funds

StarRating

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Month-End | Quarter-End
Average Annual Total Returns as of 06/30/2025
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 1.56 1.08 3.81 5.60 2.15 -1.13 1.29 2.00
Bloomberg US Aggregate Bond Index % 1.54 1.21 4.02 6.08 2.55 -0.73 1.76 ---
Intermediate Core Bond Category % 1.54 1.21 3.89 6.00 2.64 -0.50 1.70 ---
Morningstar Percentile Rankings** --- --- --- 83 85 91 83 ---
# of Funds in Category 471 470 467 456 429 377 282 ---
12/30/2009
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 06/30/2025
Total Investment Expense - Gross: 0.39%
Total Investment Expense - Net: 0.39%
Total Investment Expense Gross Per $1,000 Invested: $3.90

Statistics

 

30-Day SEC Yield - Subsidized (Net)
as of 05/31/2025:
4.16%
30-Day SEC Yield - Non-Subsidized (Gross)
as of 05/31/2025:
4.16%


Inv Manager or Sub-Advisor

   What's this?
Principal Global Investors



Portfolio Managers

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Darryl Trunnel , CFA
Since 07/01/2019
B.S. , Iowa State University

Jeff Callahan , CFA
Since 12/18/2020
M.B.A. , University of Iowa