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Principal Fds, Inc. Strategic Asset Mgmt Conservative Bal Ptf Cl R-5: (MF: PCBFX)

(NASDAQ Mutual Funds) As of Oct 12, 2026 06:14 PM ET

$12.87 USD

0.00 (NA)

Zacks MF Rank

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

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4-Sell of 5       4  

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Zacks Premium Research for PCBFX

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

Fund Description

The fund was incepted in September 1990 and is managed by WM Advisors, Inc. The fund seeks to provide a high level of total return. The fund primarily invests between 40% and 80% of its net assets in a combination of the Fixed-Income Funds and the Money Market Fund and between 20% and 60% of its net assets in the Equity Funds. The fund may invest up to 40% of its assets in each of the Short-term Income, U.S. Government Securities, Income, High Yield and Money Market Funds. The fund may also invest up to 30% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Mid Cap Stock, Small Cap Stock and International Growth Funds. The fund offers dividends quarterly and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal SAM Constv Bal R5 PCBFX NA NA 0.00 0.00 0.27 0.54

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SAM Constv Bal A SAIPX 13.23 7/24/1996 2.30 9.38 10.40 4.12
Principal SAM Constv Bal C SCIPX 13.04 2/28/2002 1.54 8.50 9.53 3.29
Principal SAM Constv Bal R3 PCBPX 12.99 1/23/2007 2.10 9.19 10.12 3.87
Principal SAM Constv Bal Inst PCCIX 13.04 1/23/2007 2.61 9.76 10.72 4.44
Principal SAM Constv Bal R5 PCBFX 12.87 1/23/2007 2.40 9.52 10.45 4.19
Principal SAM Constv Bal J PCBJX 12.97 1/23/2007 2.49 9.58 10.58 4.29

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SAM Constv Bal R5 PCBFX 0 0 0 Q

Contact Information

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