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Principal Fds, Inc. Strategic Asset Mgmt Conservative Bal Ptf Cl R-3: (MF: PCBPX)

(NASDAQ Mutual Funds) As of Dec 18, 2025 06:13 PM ET

$12.56 USD

-0.63 (-4.78%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 10.77 78
3 months 3.08 69
6 months 8.02 76
1 Year 8.12 78
3 Year 9.32 77
5 Year 4.88 92
10 Year 5.52 92

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -26.95
Bull Market (2/09 - 3/21) 228.44

Load Adjusted Returns as of Nov 30, 2025

1 Year 7.74
5 Year 5.61
10 Year 5.67
Since Inception 5.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.72 4.46 4.01 NA
2024 3.58 0.83 5.40 -1.54
2023 3.46 2.28 -3.03 8.48
2022 -5.43 -9.98 -4.52 4.65
2021 1.87 4.64 -0.83 3.02
2020 -11.81 10.30 4.14 7.40

Annual Return

20252024202320222021202020192018201720162015
% Total Return 10.778.3911.32-14.948.918.8015.23-4.2710.705.61-1.45
% Total Return Rel to Index -6.73-16.62-14.923.26-19.76-9.59-16.250.11-11.08-6.32-2.84
% Total Return Rel to Peer -2.02-3.23-2.63-1.18-4.27-2.47-3.531.29-2.44-0.730.87
% Perf Quintile vs Peer* 0.000.004.003.005.005.005.003.005.004.003.00
% Dividends 0.120.250.230.200.180.180.220.240.240.210.18
% Yield 0.952.082.311.891.321.441.852.172.001.841.59
Capital Gains ($) 0.000.150.000.270.700.140.160.540.320.120.47
Expense Ratio 0.850.850.860.850.840.850.850.840.850.880.88

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