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

(NASDAQ Mutual Funds) As of Dec 17, 2025 06:30 PM ET

$17.02 USD

-0.09 (-0.53%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 13.25 43
3 months 3.76 48
6 months 10.09 50
1 Year 9.98 47
3 Year 12.58 48
5 Year 7.63 53
10 Year 7.81 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.15
Bull Market (2/09 - 3/21) 374.30

Load Adjusted Returns as of Nov 30, 2025

1 Year 9.58
5 Year 8.69
10 Year 8.09
Since Inception 6.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.15 6.34 5.16 NA
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
2020 -15.39 13.11 5.50 10.01

Annual Return

20252024202320222021202020192018201720162015
% Total Return 13.2512.4315.76-16.2613.3011.0719.74-5.2614.926.48-1.13
% Total Return Rel to Index -4.25-12.58-10.471.93-15.38-7.32-11.74-0.87-6.86-5.45-2.52
% Total Return Rel to Peer 0.450.801.80-2.510.11-0.190.970.301.770.131.20
% Perf Quintile vs Peer* 0.000.002.004.004.003.003.003.002.003.003.00
% Dividends 0.130.320.270.250.270.270.300.320.320.260.22
% Yield 0.761.972.061.821.441.611.882.191.911.701.43
Capital Gains ($) 0.000.800.000.871.430.280.361.050.820.300.98
Expense Ratio 0.440.420.440.450.440.440.440.430.440.500.57

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