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Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl R-5: (MF: PSBFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$15.94 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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PSBFX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal SAM Balanced R5 PSBFX NA NA 0.00 0.00 0.28 0.54

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SAM Balanced A SABPX 16.75 7/24/1996 1.78 14.93 14.28 7.41
Principal SAM Balanced C SCBPX 16.21 2/28/2002 1.13 14.06 13.39 6.59
Principal SAM Balanced R3 PBAPX 16.18 1/23/2007 1.62 14.56 13.97 7.13
Principal SAM Balanced J PSAJX 15.79 1/23/2007 2.03 15.10 14.47 7.58
Principal SAM Balanced R5 PSBFX 15.94 1/23/2007 1.89 14.98 14.36 7.48
Principal SAM Balanced Instl PSBIX 16.30 1/23/2007 2.10 15.28 14.64 7.74

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SAM Balanced R5 PSBFX 0 0 0 Q

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343