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Principal Fds, Inc. Strategy Asset Mgmt Balanced Ptf Cl J: (MF: PSAJX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:08 PM ET

$16.62 USD

+0.06 (0.36%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.40 31
3 months 3.35 55
6 months 7.85 33
1 Year 18.75 38
3 Year 14.95 39
5 Year 6.87 51
10 Year 8.53 52

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.14
Bull Market (2/09 - 3/21) 411.58

Load Adjusted Returns as of May 31, 2026

1 Year 11.74
5 Year 6.11
10 Year 7.83
Since Inception 6.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.90 NA NA NA
2025 -0.15 6.34 5.16 1.84
2024 5.74 1.29 5.89 -0.87
2023 4.37 4.09 -3.01 9.86
2022 -5.76 -11.77 -5.24 6.29
2021 3.41 5.94 -1.15 4.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.4013.7212.4315.76-16.2613.3011.0719.74-5.2614.926.48
% Total Return Rel to Index -0.81-4.49-12.58-10.471.93-15.38-7.32-11.74-0.87-6.86-5.45
% Total Return Rel to Peer 0.880.550.801.80-2.510.11-0.190.970.301.770.13
% Perf Quintile vs Peer* 2.003.003.002.004.004.003.003.004.002.003.00
% Dividends 0.030.350.320.270.250.270.270.300.320.320.26
% Yield 0.232.032.082.151.821.441.611.882.191.911.70
Capital Gains ($) 0.001.440.800.000.871.430.280.361.050.820.30
Expense Ratio 0.000.440.420.440.450.440.440.440.430.440.50

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