Core Plus Bond Fund fka Bond & Mortgage Securities Fund
Name
As of 03/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-0.9%
1 yr return
0.9%
3 Yr Avg Return
-3.1%
5 Yr Avg Return
0.4%
Net Assets
$564 M
Holdings in Top 10
14.8%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.99%
SALES FEES
Front Load 3.75%
Deferred Load N/A
TRADING FEES
Turnover 181.50%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 03/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
PRBDX - Profile
Distributions
- YTD Total Return -0.9%
- 3 Yr Annualized Total Return -3.1%
- 5 Yr Annualized Total Return 0.4%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 1.54%
- Dividend Yield 3.2%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameCore Plus Bond Fund fka Bond & Mortgage Securities Fund
-
Fund Family NamePrincipal Funds
-
Inception DateJan 03, 1994
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerWilliam Armstrong
Fund Description
PRBDX - Performance
Return Ranking - Trailing
Period | PRBDX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -0.9% | -5.6% | 4.3% | 64.59% |
1 Yr | 0.9% | -9.7% | 17.7% | 87.09% |
3 Yr | -3.1%* | -10.5% | 26.1% | 68.90% |
5 Yr | 0.4%* | -6.6% | 191.5% | 49.04% |
10 Yr | 1.3%* | -2.3% | 73.8% | 60.67% |
* Annualized
Return Ranking - Calendar
Period | PRBDX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.0% | -16.2% | 8.1% | 56.19% |
2022 | -16.3% | -34.7% | 131.9% | 57.49% |
2021 | -3.8% | -11.6% | 4.4% | 70.22% |
2020 | 2.0% | -10.1% | 946.1% | 87.12% |
2019 | 5.9% | -1.7% | 156.4% | 41.23% |
Total Return Ranking - Trailing
Period | PRBDX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -0.9% | -5.6% | 4.3% | 64.59% |
1 Yr | 0.9% | -9.7% | 17.7% | 87.09% |
3 Yr | -3.1%* | -10.5% | 26.1% | 68.90% |
5 Yr | 0.4%* | -6.6% | 191.5% | 49.04% |
10 Yr | 1.3%* | -2.3% | 73.8% | 60.67% |
* Annualized
Total Return Ranking - Calendar
Period | PRBDX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 5.1% | -11.3% | 11.0% | 80.97% |
2022 | -14.2% | -32.2% | 131.9% | 71.66% |
2021 | -0.8% | -9.4% | 9.2% | 42.13% |
2020 | 10.0% | -1.9% | 1009.0% | 18.78% |
2019 | 9.7% | 1.1% | 21668.0% | 26.99% |
NAV & Total Return History
PRBDX - Holdings
Concentration Analysis
PRBDX | Category Low | Category High | PRBDX % Rank | |
---|---|---|---|---|
Net Assets | 564 M | 2.73 M | 292 B | 62.60% |
Number of Holdings | 801 | 1 | 17889 | 45.50% |
Net Assets in Top 10 | 81.7 M | -106 M | 36.5 B | 72.11% |
Weighting of Top 10 | 14.83% | 4.4% | 134.5% | 81.69% |
Top 10 Holdings
- United States Treasury Note/Bond 2.47%
- American Express Credit Account Master Trust 2.05%
- Principal Government Money Market Fund - Class R-6 1.91%
- Ginnie Mae 1.39%
- United States Treasury Note/Bond 1.27%
- Fannie Mae Pool 1.24%
- Discover Card Execution Note Trust 1.23%
- Fannie Mae or Freddie Mac 1.16%
- United States Treasury Note/Bond 1.11%
- United States Treasury Bill 1.00%
Asset Allocation
Weighting | Return Low | Return High | PRBDX % Rank | |
---|---|---|---|---|
Bonds | 89.01% | 0.00% | 215.98% | 74.32% |
Other | 14.39% | -13.23% | 58.65% | 16.34% |
Convertible Bonds | 3.27% | 0.00% | 7.93% | 7.19% |
Cash | 2.45% | -54.51% | 88.26% | 54.99% |
Preferred Stocks | 0.61% | 0.00% | 74.68% | 8.71% |
Stocks | 0.02% | 0.00% | 99.93% | 28.13% |
Stock Sector Breakdown
Weighting | Return Low | Return High | PRBDX % Rank | |
---|---|---|---|---|
Utilities | 0.00% | 0.00% | 100.00% | 94.65% |
Technology | 0.00% | 0.00% | 43.45% | 94.12% |
Real Estate | 0.00% | 0.00% | 99.26% | 95.72% |
Industrials | 0.00% | 0.00% | 48.31% | 98.40% |
Healthcare | 0.00% | 0.00% | 17.70% | 94.12% |
Financial Services | 0.00% | 0.00% | 100.00% | 94.12% |
Energy | 0.00% | 0.00% | 100.00% | 16.04% |
Communication Services | 0.00% | 0.00% | 100.00% | 94.12% |
Consumer Defense | 0.00% | 0.00% | 99.67% | 93.05% |
Consumer Cyclical | 0.00% | 0.00% | 100.00% | 94.12% |
Basic Materials | 0.00% | 0.00% | 100.00% | 94.12% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | PRBDX % Rank | |
---|---|---|---|---|
US | 0.02% | 0.00% | 99.93% | 27.40% |
Non US | 0.00% | 0.00% | 86.52% | 5.09% |
Bond Sector Breakdown
Weighting | Return Low | Return High | PRBDX % Rank | |
---|---|---|---|---|
Corporate | 44.97% | 0.00% | 100.00% | 16.16% |
Securitized | 31.43% | 0.00% | 98.40% | 45.32% |
Government | 14.28% | 0.00% | 86.23% | 75.86% |
Cash & Equivalents | 2.45% | 0.00% | 88.06% | 51.96% |
Municipal | 0.00% | 0.00% | 100.00% | 88.67% |
Derivative | -0.39% | -5.38% | 58.65% | 89.82% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | PRBDX % Rank | |
---|---|---|---|---|
US | 89.01% | 0.00% | 215.98% | 68.59% |
Non US | 0.00% | 0.00% | 39.04% | 73.39% |
PRBDX - Expenses
Operational Fees
PRBDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.99% | 0.01% | 39.10% | 27.32% |
Management Fee | 0.42% | 0.00% | 1.76% | 74.51% |
12b-1 Fee | 0.25% | 0.00% | 1.00% | 42.89% |
Administrative Fee | N/A | 0.01% | 0.50% | N/A |
Sales Fees
PRBDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | 3.75% | 2.00% | 5.75% | 63.57% |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
PRBDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
PRBDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 181.50% | 2.00% | 493.39% | 63.36% |
PRBDX - Distributions
Dividend Yield Analysis
PRBDX | Category Low | Category High | PRBDX % Rank | |
---|---|---|---|---|
Dividend Yield | 3.23% | 0.00% | 9.77% | 76.46% |
Dividend Distribution Analysis
PRBDX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Monthly | Annual |
Net Income Ratio Analysis
PRBDX | Category Low | Category High | PRBDX % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.54% | -1.28% | 4.79% | 60.19% |
Capital Gain Distribution Analysis
PRBDX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 25, 2024 | $0.027 | OrdinaryDividend |
Feb 26, 2024 | $0.024 | DailyAccrualFund |
Jan 26, 2024 | $0.024 | DailyAccrualFund |
Dec 27, 2023 | $0.033 | DailyAccrualFund |
Nov 27, 2023 | $0.028 | DailyAccrualFund |
Oct 26, 2023 | $0.026 | DailyAccrualFund |
Sep 26, 2023 | $0.024 | DailyAccrualFund |
Aug 28, 2023 | $0.024 | DailyAccrualFund |
Jul 26, 2023 | $0.022 | DailyAccrualFund |
Jun 27, 2023 | $0.020 | DailyAccrualFund |
May 25, 2023 | $0.021 | DailyAccrualFund |
Apr 25, 2023 | $0.020 | DailyAccrualFund |
Mar 28, 2023 | $0.019 | DailyAccrualFund |
Feb 23, 2023 | $0.016 | DailyAccrualFund |
Jan 26, 2023 | $0.020 | DailyAccrualFund |
Dec 28, 2022 | $0.029 | DailyAccrualFund |
Nov 23, 2022 | $0.028 | DailyAccrualFund |
Oct 31, 2022 | $0.018 | DailyAccrualFund |
Sep 30, 2022 | $0.016 | DailyAccrualFund |
Aug 31, 2022 | $0.011 | DailyAccrualFund |
Jul 29, 2022 | $0.016 | DailyAccrualFund |
Jun 30, 2022 | $0.016 | DailyAccrualFund |
May 31, 2022 | $0.015 | DailyAccrualFund |
Apr 29, 2022 | $0.016 | DailyAccrualFund |
Mar 31, 2022 | $0.016 | DailyAccrualFund |
Feb 28, 2022 | $0.014 | DailyAccrualFund |
Jan 31, 2022 | $0.015 | DailyAccrualFund |
Dec 31, 2021 | $0.019 | DailyAccrualFund |
Nov 30, 2021 | $0.017 | DailyAccrualFund |
Oct 29, 2021 | $0.018 | DailyAccrualFund |
Sep 30, 2021 | $0.019 | DailyAccrualFund |
Aug 31, 2021 | $0.018 | DailyAccrualFund |
Jul 30, 2021 | $0.018 | DailyAccrualFund |
Jun 30, 2021 | $0.016 | DailyAccrualFund |
May 28, 2021 | $0.015 | DailyAccrualFund |
Apr 30, 2021 | $0.017 | DailyAccrualFund |
Mar 31, 2021 | $0.014 | DailyAccrualFund |
Feb 26, 2021 | $0.013 | DailyAccrualFund |
Jan 29, 2021 | $0.013 | DailyAccrualFund |
Dec 31, 2020 | $0.016 | DailyAccrualFund |
Nov 30, 2020 | $0.016 | DailyAccrualFund |
Oct 30, 2020 | $0.024 | DailyAccrualFund |
Sep 30, 2020 | $0.018 | DailyAccrualFund |
Aug 31, 2020 | $0.020 | DailyAccrualFund |
Jul 31, 2020 | $0.025 | DailyAccrualFund |
Jun 30, 2020 | $0.021 | DailyAccrualFund |
May 29, 2020 | $0.024 | DailyAccrualFund |
Apr 30, 2020 | $0.023 | DailyAccrualFund |
Mar 31, 2020 | $0.021 | DailyAccrualFund |
Feb 28, 2020 | $0.022 | DailyAccrualFund |
Jan 31, 2020 | $0.025 | DailyAccrualFund |
Dec 31, 2019 | $0.082 | DailyAccrualFund |
Nov 29, 2019 | $0.032 | DailyAccrualFund |
Oct 31, 2019 | $0.022 | DailyAccrualFund |
Sep 30, 2019 | $0.024 | DailyAccrualFund |
Aug 30, 2019 | $0.028 | DailyAccrualFund |
Jul 31, 2019 | $0.026 | DailyAccrualFund |
Jun 28, 2019 | $0.024 | DailyAccrualFund |
May 31, 2019 | $0.028 | DailyAccrualFund |
Apr 30, 2019 | $0.025 | DailyAccrualFund |
Mar 29, 2019 | $0.025 | DailyAccrualFund |
Feb 28, 2019 | $0.019 | DailyAccrualFund |
Jan 31, 2019 | $0.026 | DailyAccrualFund |
Dec 31, 2018 | $0.027 | DailyAccrualFund |
Nov 30, 2018 | $0.030 | DailyAccrualFund |
Oct 31, 2018 | $0.031 | DailyAccrualFund |
Aug 31, 2018 | $0.033 | DailyAccrualFund |
Jul 31, 2018 | $0.027 | DailyAccrualFund |
Jun 29, 2018 | $0.027 | DailyAccrualFund |
May 31, 2018 | $0.027 | DailyAccrualFund |
Apr 30, 2018 | $0.026 | DailyAccrualFund |
Mar 29, 2018 | $0.027 | DailyAccrualFund |
Feb 28, 2018 | $0.023 | DailyAccrualFund |
Jan 31, 2018 | $0.025 | DailyAccrualFund |
Dec 29, 2017 | $0.026 | DailyAccrualFund |
Nov 30, 2017 | $0.024 | DailyAccrualFund |
Oct 31, 2017 | $0.025 | DailyAccrualFund |
Sep 29, 2017 | $0.024 | DailyAccrualFund |
Aug 31, 2017 | $0.024 | DailyAccrualFund |
Jul 31, 2017 | $0.023 | DailyAccrualFund |
Jun 30, 2017 | $0.025 | DailyAccrualFund |
May 31, 2017 | $0.024 | DailyAccrualFund |
Apr 28, 2017 | $0.022 | DailyAccrualFund |
Mar 31, 2017 | $0.026 | DailyAccrualFund |
Feb 28, 2017 | $0.022 | DailyAccrualFund |
Jan 31, 2017 | $0.023 | DailyAccrualFund |
Dec 30, 2016 | $0.025 | DailyAccrualFund |
Nov 30, 2016 | $0.019 | DailyAccrualFund |
Oct 31, 2016 | $0.009 | DailyAccrualFund |
Sep 30, 2016 | $0.018 | DailyAccrualFund |
Aug 31, 2016 | $0.020 | DailyAccrualFund |
Jul 29, 2016 | $0.021 | DailyAccrualFund |
Jun 30, 2016 | $0.020 | DailyAccrualFund |
May 31, 2016 | $0.020 | DailyAccrualFund |
Apr 29, 2016 | $0.021 | DailyAccrualFund |
Mar 31, 2016 | $0.021 | DailyAccrualFund |
Feb 29, 2016 | $0.020 | DailyAccrualFund |
Jan 29, 2016 | $0.018 | DailyAccrualFund |
Dec 31, 2015 | $0.018 | DailyAccrualFund |
Nov 30, 2015 | $0.014 | DailyAccrualFund |
Oct 30, 2015 | $0.016 | DailyAccrualFund |
Sep 30, 2015 | $0.014 | DailyAccrualFund |
Aug 31, 2015 | $0.014 | DailyAccrualFund |
Jul 31, 2015 | $0.016 | DailyAccrualFund |
Jun 30, 2015 | $0.016 | DailyAccrualFund |
May 29, 2015 | $0.020 | DailyAccrualFund |
Apr 30, 2015 | $0.021 | DailyAccrualFund |
Mar 31, 2015 | $0.023 | DailyAccrualFund |
Feb 27, 2015 | $0.023 | DailyAccrualFund |
Jan 30, 2015 | $0.026 | DailyAccrualFund |
Dec 31, 2014 | $0.027 | DailyAccrualFund |
Nov 28, 2014 | $0.025 | DailyAccrualFund |
Oct 31, 2014 | $0.026 | DailyAccrualFund |
Sep 30, 2014 | $0.021 | DailyAccrualFund |
Aug 29, 2014 | $0.023 | DailyAccrualFund |
Jul 31, 2014 | $0.023 | DailyAccrualFund |
Jun 30, 2014 | $0.021 | DailyAccrualFund |
May 30, 2014 | $0.021 | DailyAccrualFund |
Apr 30, 2014 | $0.020 | DailyAccrualFund |
Mar 31, 2014 | $0.020 | DailyAccrualFund |
Feb 28, 2014 | $0.019 | DailyAccrualFund |
Jan 31, 2014 | $0.022 | DailyAccrualFund |
Dec 31, 2013 | $0.022 | DailyAccrualFund |
Nov 29, 2013 | $0.022 | DailyAccrualFund |
Oct 31, 2013 | $0.020 | DailyAccrualFund |
Sep 30, 2013 | $0.017 | DailyAccrualFund |
Aug 30, 2013 | $0.022 | DailyAccrualFund |
Jul 31, 2013 | $0.020 | DailyAccrualFund |
Jun 28, 2013 | $0.017 | DailyAccrualFund |
May 31, 2013 | $0.021 | DailyAccrualFund |
Apr 30, 2013 | $0.019 | DailyAccrualFund |
Mar 28, 2013 | $0.020 | DailyAccrualFund |
Feb 28, 2013 | $0.017 | DailyAccrualFund |
Jan 31, 2013 | $0.018 | DailyAccrualFund |
Dec 31, 2012 | $0.019 | DailyAccrualFund |
Nov 30, 2012 | $0.024 | DailyAccrualFund |
Oct 31, 2012 | $0.025 | DailyAccrualFund |
Sep 28, 2012 | $0.020 | DailyAccrualFund |
Aug 31, 2012 | $0.026 | DailyAccrualFund |
Jul 31, 2012 | $0.024 | DailyAccrualFund |
Jun 29, 2012 | $0.026 | DailyAccrualFund |
May 31, 2012 | $0.028 | DailyAccrualFund |
Apr 30, 2012 | $0.028 | DailyAccrualFund |
Mar 30, 2012 | $0.031 | DailyAccrualFund |
Feb 29, 2012 | $0.028 | DailyAccrualFund |
Jan 31, 2012 | $0.028 | DailyAccrualFund |
Dec 30, 2011 | $0.032 | DailyAccrualFund |
Nov 30, 2011 | $0.028 | DailyAccrualFund |
Oct 31, 2011 | $0.024 | DailyAccrualFund |
Sep 30, 2011 | $0.026 | DailyAccrualFund |
Aug 31, 2011 | $0.029 | DailyAccrualFund |
Jul 29, 2011 | $0.032 | DailyAccrualFund |
Jun 30, 2011 | $0.029 | DailyAccrualFund |
May 31, 2011 | $0.029 | DailyAccrualFund |
Apr 29, 2011 | $0.031 | DailyAccrualFund |
Mar 31, 2011 | $0.032 | DailyAccrualFund |
Feb 28, 2011 | $0.029 | DailyAccrualFund |
Jan 31, 2011 | $0.031 | DailyAccrualFund |
Dec 31, 2010 | $0.064 | DailyAccrualFund |
Nov 30, 2010 | $0.031 | DailyAccrualFund |
Oct 29, 2010 | $0.021 | DailyAccrualFund |
Sep 30, 2010 | $0.018 | DailyAccrualFund |
Aug 31, 2010 | $0.018 | DailyAccrualFund |
Jul 30, 2010 | $0.019 | DailyAccrualFund |
Jun 30, 2010 | $0.018 | DailyAccrualFund |
May 28, 2010 | $0.020 | DailyAccrualFund |
Apr 30, 2010 | $0.026 | DailyAccrualFund |
Mar 31, 2010 | $0.033 | DailyAccrualFund |
Feb 26, 2010 | $0.035 | DailyAccrualFund |
Jan 29, 2010 | $0.032 | DailyAccrualFund |
Dec 31, 2009 | $0.064 | DailyAccrualFund |
Nov 30, 2009 | $0.033 | DailyAccrualFund |
Oct 30, 2009 | $0.008 | DailyAccrualFund |
Sep 30, 2009 | $0.017 | DailyAccrualFund |
Aug 31, 2009 | $0.022 | DailyAccrualFund |
Jul 31, 2009 | $0.031 | DailyAccrualFund |
Jun 30, 2009 | $0.031 | DailyAccrualFund |
May 29, 2009 | $0.035 | DailyAccrualFund |
Apr 30, 2009 | $0.035 | DailyAccrualFund |
Mar 31, 2009 | $0.034 | DailyAccrualFund |
Feb 27, 2009 | $0.039 | DailyAccrualFund |
Jan 30, 2009 | $0.041 | DailyAccrualFund |
Dec 31, 2008 | $0.044 | DailyAccrualFund |
Nov 28, 2008 | $0.040 | DailyAccrualFund |
Oct 31, 2008 | $0.024 | DailyAccrualFund |
Sep 30, 2008 | $0.036 | DailyAccrualFund |
Aug 29, 2008 | $0.043 | DailyAccrualFund |
Jul 31, 2008 | $0.040 | DailyAccrualFund |
Jun 30, 2008 | $0.038 | DailyAccrualFund |
May 30, 2008 | $0.042 | DailyAccrualFund |
Apr 30, 2008 | $0.041 | DailyAccrualFund |
Mar 31, 2008 | $0.039 | DailyAccrualFund |
Feb 29, 2008 | $0.044 | DailyAccrualFund |
Jan 31, 2008 | $0.044 | DailyAccrualFund |
Dec 31, 2007 | $0.043 | DailyAccrualFund |
Nov 30, 2007 | $0.046 | OrdinaryDividend |
Oct 31, 2007 | $0.044 | OrdinaryDividend |
Sep 28, 2007 | $0.043 | OrdinaryDividend |
Aug 31, 2007 | $0.037 | OrdinaryDividend |
Jul 31, 2007 | $0.055 | OrdinaryDividend |
Jun 29, 2007 | $0.051 | OrdinaryDividend |
May 31, 2007 | $0.051 | OrdinaryDividend |
Apr 30, 2007 | $0.045 | OrdinaryDividend |
Mar 30, 2007 | $0.046 | OrdinaryDividend |
Feb 28, 2007 | $0.027 | OrdinaryDividend |
Jan 31, 2007 | $0.031 | OrdinaryDividend |
Dec 29, 2006 | $0.046 | OrdinaryDividend |
Nov 30, 2006 | $0.050 | OrdinaryDividend |
Oct 31, 2006 | $0.045 | OrdinaryDividend |
Sep 29, 2006 | $0.045 | OrdinaryDividend |
Aug 31, 2006 | $0.045 | OrdinaryDividend |
Jul 31, 2006 | $0.042 | OrdinaryDividend |
Jun 30, 2006 | $0.040 | OrdinaryDividend |
May 31, 2006 | $0.037 | OrdinaryDividend |
Apr 28, 2006 | $0.034 | OrdinaryDividend |
Mar 31, 2006 | $0.042 | OrdinaryDividend |
Feb 28, 2006 | $0.033 | OrdinaryDividend |
Jan 31, 2006 | $0.033 | OrdinaryDividend |
Nov 30, 2005 | $0.034 | OrdinaryDividend |
Oct 31, 2005 | $0.034 | OrdinaryDividend |
Sep 30, 2005 | $0.030 | OrdinaryDividend |
Aug 31, 2005 | $0.030 | OrdinaryDividend |
Jul 29, 2005 | $0.019 | OrdinaryDividend |
Jun 29, 2005 | $0.039 | OrdinaryDividend |
PRBDX - Fund Manager Analysis
Managers
William Armstrong
Start Date
Tenure
Tenure Rank
Dec 06, 2000
21.5
21.5%
William C. Armstrong, CFA - Portfolio Manager Bill is a portfolio manager for Principal Global Fixed Income. He manages multi-sector portfolios that invest in corporate bonds, mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, sovereigns, and agencies. Bill joined the firm in 1992. Previously, he served as a commissioned bank examiner at Federal Deposit Insurance Commission. Bill received an MBA from the University of Iowa and a bachelor's degree from Kearney State College. He has earned the right to use the Chartered Financial Analyst designation. Bill is a member of the CFA Institute and the CFA Society of Iowa, of which he formerly served as president.
Bryan Davis
Start Date
Tenure
Tenure Rank
Mar 25, 2022
0.18
0.2%
Davis is a senior trader/research analyst for Principal Global Investors. He is responsible for trading mortgage-backed securities and developing investment strategies related to mortgages and derivatives. Davis joined the firm in 1993 as a servicing valuation director for Principal Residential Mortgage. He earned a bachelor’s degree in Finance from the University of Iowa. He has earned the right to use the Chartered Financial Analyst esignation and is a member of the CFA Institute.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.07 | 33.43 | 6.82 | 1.16 |