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Principal Fds, Inc. Strategic Asset Mgmt Flexible Income Ptf Cl R-5: (MF: PFIFX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 06:03 PM ET

$12.82 USD

0.00 (NA)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.21 72
3 months 0.98 72
6 months 2.81 75
1 Year 10.47 71
3 Year 7.76 83
5 Year 3.13 89
10 Year 4.67 75

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -19.03
Bull Market (2/09 - 3/21) 183.55

Load Adjusted Returns as of Apr 30, 2026

1 Year 7.67
5 Year 3.04
10 Year 4.51
Since Inception 4.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.37 NA NA NA
2025 1.41 3.25 3.48 1.15
2024 2.32 0.59 5.32 -1.85
2023 3.05 1.18 -2.89 7.73
2022 -4.88 -8.34 -3.96 3.52
2021 0.67 3.83 -0.24 2.09

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.219.606.419.08-13.336.456.6813.22-2.367.886.49
% Total Return Rel to Index 3.96-8.61-18.60-17.164.87-22.22-11.72-18.262.03-13.91-5.43
% Total Return Rel to Peer -0.47-1.80-2.54-2.04-1.95-3.65-0.96-1.083.03-2.971.01
% Perf Quintile vs Peer* 3.004.004.003.004.004.003.004.002.004.003.00
% Dividends 0.090.350.340.300.280.250.270.340.340.320.32
% Yield 2.832.692.782.942.561.842.032.652.782.462.60
Capital Gains ($) 0.000.090.000.000.000.530.110.050.480.080.05
Expense Ratio 0.000.540.540.540.540.530.540.540.540.540.57

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