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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

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.87 31
3 months 4.27 28
6 months 8.19 34
1 Year 14.98 36
3 Year 14.36 37
5 Year 7.48 50
10 Year 8.74 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -36.90
Bull Market (2/09 - 3/21) 385.91

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.65
5 Year 6.93
10 Year 7.93
Since Inception 6.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.17 6.28 5.18 1.83
2024 5.70 1.28 5.78 -0.86
2023 4.31 4.04 -3.04 9.89
2022 -5.78 -11.79 -5.29 6.28
2021 3.39 5.92 -1.15 4.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.8713.6512.2815.65-16.3413.2510.9419.64-5.3414.786.39
% Total Return Rel to Index 0.61-4.56-12.74-10.591.86-15.43-7.46-11.84-0.95-7.01-5.53
% Total Return Rel to Peer 0.380.470.641.68-2.590.06-0.330.870.221.630.04
% Perf Quintile vs Peer* 2.003.000.002.004.004.003.003.003.002.003.00
% Dividends 0.000.340.310.260.240.250.260.280.300.300.25
% Yield 0.001.891.812.011.691.331.491.752.041.781.62
Capital Gains ($) 0.001.440.800.000.871.430.280.361.050.820.30
Expense Ratio 0.000.540.540.540.540.530.540.540.540.540.57

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