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Principal Fds, Inc. Strategic Asset Mgmt Flexible Income Ptf Cl R-3: (MF: PFIPX)

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

$12.81 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 2.11 76
3 months 0.90 77
6 months 2.65 76
1 Year 10.07 74
3 Year 7.40 90
5 Year 2.79 92
10 Year 4.33 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -19.41
Bull Market (2/09 - 3/21) 170.56

Load Adjusted Returns as of Apr 30, 2026

1 Year 7.36
5 Year 2.70
10 Year 4.17
Since Inception 4.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.45 NA NA NA
2025 1.23 3.25 3.34 1.07
2024 2.23 0.51 5.24 -1.92
2023 2.97 1.02 -2.88 7.64
2022 -4.96 -8.50 -3.95 3.44
2021 0.66 3.75 -0.32 2.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.119.196.078.74-13.606.196.3512.76-2.667.546.25
% Total Return Rel to Index 3.88-9.02-18.94-17.494.60-22.48-12.04-18.721.73-14.25-5.68
% Total Return Rel to Peer -0.54-2.22-2.88-2.37-2.22-3.91-1.28-1.552.73-3.310.77
% Perf Quintile vs Peer* 4.004.004.004.004.004.004.004.002.004.003.00
% Dividends 0.080.310.300.270.250.210.230.300.300.280.28
% Yield 2.562.412.472.632.241.541.752.342.482.162.30
Capital Gains ($) 0.000.090.000.000.000.530.110.050.480.080.05
Expense Ratio 0.000.850.850.850.850.840.850.850.850.850.88

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