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Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Insti Cl: (MF: PSBIX)

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

$17.15 USD

+0.06 (0.35%)

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 7.53 31
3 months 3.40 54
6 months 7.94 32
1 Year 18.97 36
3 Year 15.12 37
5 Year 7.04 48
10 Year 8.70 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -36.63
Bull Market (2/09 - 3/21) 433.19

Load Adjusted Returns as of May 31, 2026

1 Year 13.06
5 Year 6.27
10 Year 8.00
Since Inception 6.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.84 NA NA NA
2025 -0.11 6.40 5.24 1.82
2024 5.83 1.35 5.83 -0.82
2023 4.37 4.17 -2.97 9.87
2022 -5.71 -11.77 -5.21 6.33
2021 3.51 5.97 -1.09 4.67

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.5313.8912.5915.90-16.1613.5611.2019.90-5.0915.056.71
% Total Return Rel to Index -0.73-4.32-12.43-10.332.04-15.11-7.19-11.58-0.70-6.74-5.21
% Total Return Rel to Peer 0.950.720.951.94-2.400.38-0.071.130.471.890.36
% Perf Quintile vs Peer* 2.003.003.002.004.004.003.003.003.002.003.00
% Dividends 0.040.380.340.290.280.290.290.320.340.340.28
% Yield 0.252.102.162.241.941.561.701.972.302.011.84
Capital Gains ($) 0.001.440.800.000.871.430.280.361.050.820.30
Expense Ratio 0.000.290.290.300.290.280.300.290.290.280.31

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