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Principal Fds, Inc. Strategic Asset Mgmt Conservative Val Ptf Instl Cl: (MF: PCCIX)

(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET

$12.63 USD

-0.05 (-0.39%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PCCIX

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

Buy 2
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal SAM Constv Bal Inst PCCIX NA NA 0.00 0.00 0.28 0.30

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SAM Constv Bal A SAIPX 12.89 7/24/1996 2.25 9.48 8.50 5.89
Principal SAM Constv Bal C SCIPX 12.76 2/28/2002 1.48 8.53 7.64 5.08
Principal SAM Constv Bal R5 PCBFX 12.71 1/23/2007 2.36 9.53 8.58 5.96
Principal SAM Constv Bal J PCBJX 12.68 1/23/2007 2.45 9.58 8.66 6.05
Principal SAM Constv Bal R3 PCBPX 12.69 1/23/2007 2.05 9.19 8.26 5.64
Principal SAM Constv Bal Inst PCCIX 12.63 1/23/2007 2.57 9.76 8.82 6.21

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SAM Constv Bal Inst PCCIX 0 0 0 Q

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343