Back to top
more

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

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

$13.12 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

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

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 4.84 72
3 months 1.56 80
6 months 3.26 78
1 Year 10.14 77
3 Year 9.36 85
5 Year 3.89 95
10 Year 5.64 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) 245.47

Load Adjusted Returns as of Jul 31, 2026

1 Year 11.00
5 Year 4.13
10 Year 5.90
Since Inception 5.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.72 6.01 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 4.8310.988.3911.32-14.948.918.8015.23-4.2710.705.61
% Total Return Rel to Index -4.96-7.24-16.62-14.923.26-19.76-9.59-16.250.11-11.08-6.32
% Total Return Rel to Peer -1.29-2.19-3.23-2.63-1.18-4.27-2.47-3.531.29-2.44-0.73
% Perf Quintile vs Peer* 4.005.004.004.003.005.005.005.003.005.004.00
% Dividends 0.080.280.250.230.200.180.180.220.240.240.21
% Yield 0.612.192.082.351.891.321.441.852.172.001.84
Capital Gains ($) 0.000.680.150.000.270.700.140.160.540.320.12
Expense Ratio 0.850.850.850.860.850.840.850.850.840.850.88

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