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Principal Fds, Inc. Strategic Asset Mgmt Flexible Income Ptf Cl R-3: (MF: PFIPX)
(NASDAQ Mutual Funds) As of Oct 22, 2025 05:58 PM ET
$12.82 USD
-0.01 (-0.08%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in March 1993 and is managed by WM Advisors, Inc. The fund seeks to provide income and long-term capital preservation, with some added total return and growth potential. The fund primarily invests no more than 30% of its net assets in the Equity Funds. The fund may invest up to 40% of its assets in each of the Short-term Income, U.S. Government Securities, Income, High Yield and Money Market Funds. The fund may also invest up to 30% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Mid Cap Stock and Small Cap Stock Funds. The fund offers dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SAM Flex Inc R3 | PFIPX | NA | NA | 0.00 | 0.25 | 0.28 | 0.85 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SAM Flex Inc A | SAUPX | 12.78 | 7/24/1996 | 2.70 | 6.27 | 9.11 | 4.04 |
| Principal SAM Flex Inc C | SCUPX | 12.71 | 3/1/2002 | 1.96 | 5.41 | 8.25 | 3.24 |
| Principal SAM Flex Inc R5 | PFIFX | 12.70 | 1/23/2007 | 2.76 | 6.35 | 9.20 | 4.11 |
| Principal SAM Flex Inc J | PFIJX | 12.64 | 1/23/2007 | 2.89 | 6.35 | 9.28 | 4.21 |
| Principal SAM Flex Inc R3 | PFIPX | 12.82 | 1/23/2007 | 2.46 | 5.94 | 8.83 | 3.77 |
| Principal SAM Flex Inc Inst | PIFIX | 12.79 | 1/23/2007 | 2.98 | 6.50 | 9.39 | 4.33 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal SAM Flex Inc R3 | PFIPX | 0 | 0 | 0 | M |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |