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Principal Fds, Inc. Strategic Asset Mgmt Flexible Incm Ptf Insti Cl: (MF: PIFIX)

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

$12.85 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 2.20 73
3 months 0.95 74
6 months 2.91 72
1 Year 10.62 69
3 Year 7.99 78
5 Year 3.33 86
10 Year 4.90 69

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -18.75
Bull Market (2/09 - 3/21) 195.21

Load Adjusted Returns as of Apr 30, 2026

1 Year 7.91
5 Year 3.26
10 Year 4.75
Since Inception 4.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.32 NA NA NA
2025 1.46 3.29 3.47 1.28
2024 2.36 0.65 5.37 -1.80
2023 3.19 1.15 -2.74 7.76
2022 -4.81 -8.35 -3.81 3.47
2021 0.80 3.88 -0.19 2.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.209.846.619.39-13.186.766.8913.47-2.138.146.74
% Total Return Rel to Index 4.01-8.37-18.40-16.845.02-21.91-11.50-18.012.26-13.65-5.19
% Total Return Rel to Peer -0.41-1.56-2.33-1.73-1.80-3.34-0.74-0.843.26-2.711.25
% Perf Quintile vs Peer* 3.004.004.003.003.004.003.004.001.004.003.00
% Dividends 0.100.380.360.330.310.280.290.370.370.350.35
% Yield 3.062.912.973.182.792.062.222.873.012.692.83
Capital Gains ($) 0.000.090.000.000.000.530.110.050.480.080.05
Expense Ratio 0.000.320.320.320.310.310.320.320.300.290.32

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