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Principal Fds, Inc. Strategic Asset Mgmt Conservative Bal Ptf Cl: (MF: PCBJX)

(NASDAQ Mutual Funds) As of May 12, 2026 06:01 PM ET

$12.88 USD

-0.04 (-0.31%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.69 31
3 months -0.69 31
6 months 0.80 52
1 Year 9.78 68
3 Year 9.13 77
5 Year 4.29 86
10 Year 5.91 87

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -27.00
Bull Market (2/09 - 3/21) 252.87

Load Adjusted Returns as of Mar 31, 2026

1 Year 8.67
5 Year 4.28
10 Year 5.91
Since Inception 5.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.69 NA NA NA
2025 0.82 4.50 4.20 1.50
2024 3.60 0.94 5.52 -1.44
2023 3.67 2.29 -2.84 8.60
2022 -5.34 -9.90 -4.43 4.67
2021 1.98 4.83 -0.80 3.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.6911.458.7711.91-14.689.449.2215.72-3.8911.176.03
% Total Return Rel to Index 2.45-6.76-16.25-14.333.52-19.23-9.17-15.760.49-10.62-5.90
% Total Return Rel to Peer 0.33-1.72-2.86-2.04-0.92-3.74-2.04-3.041.67-1.98-0.31
% Perf Quintile vs Peer* 3.004.004.004.003.005.004.005.002.005.004.00
% Dividends 0.050.340.300.270.250.230.240.270.290.290.25
% Yield 0.002.582.652.772.331.701.852.242.592.392.23
Capital Gains ($) 0.000.680.150.000.270.700.140.160.540.320.12
Expense Ratio 0.000.440.430.440.450.440.440.440.430.440.50

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