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

(NASDAQ Mutual Funds) As of Aug 21, 2026 06:26 PM ET

$13.15 USD

+0.03 (0.23%)

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

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.01 68
3 months 1.64 77
6 months 3.35 73
1 Year 10.48 73
3 Year 9.68 78
5 Year 4.21 90
10 Year 5.97 89

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -26.59
Bull Market (2/09 - 3/21) 264.19

Load Adjusted Returns as of Jul 31, 2026

1 Year 11.34
5 Year 4.43
10 Year 6.22
Since Inception 5.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.71 6.09 NA NA
2025 0.79 4.54 4.16 1.48
2024 3.56 0.90 5.56 -1.53
2023 3.53 2.35 -2.94 8.64
2022 -5.34 -9.97 -4.44 4.73
2021 1.95 4.79 -0.75 3.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.0111.398.6211.74-14.729.309.0715.66-3.9811.025.94
% Total Return Rel to Index -4.87-6.83-16.39-14.503.48-19.37-9.32-15.830.41-10.76-5.99
% Total Return Rel to Peer -1.20-1.78-3.00-2.21-0.96-3.87-2.20-3.101.58-2.12-0.40
% Perf Quintile vs Peer* 4.004.004.004.003.005.004.005.002.005.004.00
% Dividends 0.100.320.290.260.240.220.220.260.280.280.25
% Yield 0.782.482.382.692.221.601.752.142.482.282.16
Capital Gains ($) 0.000.680.150.000.270.700.140.160.540.320.12
Expense Ratio 0.540.540.540.550.540.530.540.540.530.540.57

* 1 = Top 20%, 5 = Bottom 20%