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

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:55 PM ET

$12.92 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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 3.22 64
3 months 1.66 68
6 months 4.03 66
1 Year 13.73 85
3 Year 9.77 84
5 Year 4.11 95
10 Year 5.82 93

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -26.94
Bull Market (2/09 - 3/21) 239.64

Load Adjusted Returns as of Apr 30, 2026

1 Year 9.38
5 Year 3.86
10 Year 5.48
Since Inception 5.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.72 NA NA NA
2025 0.72 4.46 4.01 1.40
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2210.988.3911.32-14.948.918.8015.23-4.2710.705.61
% Total Return Rel to Index 3.61-7.24-16.62-14.923.26-19.76-9.59-16.250.11-11.08-6.32
% Total Return Rel to Peer 0.79-2.19-3.23-2.63-1.18-4.27-2.47-3.531.29-2.44-0.73
% Perf Quintile vs Peer* 2.005.004.004.003.005.005.005.003.005.004.00
% Dividends 0.030.280.250.230.200.180.180.220.240.240.21
% Yield 2.232.192.082.351.891.321.441.852.172.001.84
Capital Gains ($) 0.000.680.150.000.270.700.140.160.540.320.12
Expense Ratio 0.000.850.850.860.850.840.850.850.840.850.88

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