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Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl R-3: (MF: PBAPX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:08 PM ET

$17.03 USD

+0.06 (0.35%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PBAPX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal SAM Balanced R3 PBAPX NA NA 0.00 0.25 0.27 0.85

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SAM Balanced A SABPX 17.48 7/24/1996 1.74 18.57 14.77 6.70
Principal SAM Balanced C SCBPX 16.91 2/28/2002 1.10 17.71 13.89 5.89
Principal SAM Balanced R3 PBAPX 17.03 1/23/2007 1.56 18.28 14.49 6.44
Principal SAM Balanced J PSAJX 16.48 1/23/2007 1.99 18.75 14.95 6.87
Principal SAM Balanced R5 PSBFX 16.96 1/23/2007 1.85 18.66 14.84 6.76
Principal SAM Balanced Instl PSBIX 17.01 1/23/2007 2.06 18.97 15.12 7.04

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SAM Balanced R3 PBAPX 0 0 0 Q

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343