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PBMNX Principal Core Plus Bond R2

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Fund PBMNX Principal Core Plus Bond R2 PBDIX T. Rowe Price U.S. Bond Enhanced Index IIBWX Voya Intermediate Bond W  
100% 91% 93%
Annual Fees
(1.25% Exp. Ratio)
(0.30% Exp. Ratio)
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$12,479.22 $16,631.41 $16,089.64
Est. savings over 30 yrs +$4,152.19 +$3,610.42
As of 9/30/16
1 YR RETURN 5.09%
3 YR 3.23%
5 YR 3.06%
10 YR 3.49%
1 YR RETURN 5.45%
3 YR 4.08%
5 YR 3.12%
10 YR 4.81%
1 YR RETURN 6.37%
3 YR 4.88%
5 YR 4.80%
10 YR 5.11%
The investment seeks to provide current income and, as a secondary objective, capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds or other debt securities at the time of purchase. Under normal circumstances, the fund maintains an average portfolio duration that is within ±25% of the duration of the Barclays U.S. Aggregate Bond Index, which as of December 31, 2015 was 5.68 years.
The investment seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market. The fund's overall investment strategy is to match or incrementally exceed the performance of the U.S. investment-grade bond market. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that are held in its benchmark index. The fund's holdings will normally include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, and U.S. dollar-denominated securities of foreign issuers.
The investment seeks to maximize total return through income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by Standard & Poor's Ratings Services or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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