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Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl C: (MF: SCBPX)

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

$17.42 USD

-0.09 (-0.51%)

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 12.33 57
3 months 3.49 56
6 months 9.60 58
1 Year 8.98 67
3 Year 11.52 56
5 Year 6.63 68
10 Year 6.81 69

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 75.05
Bear Market (10/07 - 2/09) -37.59
Bull Market (2/09 - 3/21) 312.00

Load Adjusted Returns as of Nov 30, 2025

1 Year 8.62
5 Year 7.67
10 Year 7.09
Since Inception 5.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.38 6.14 4.91 NA
2024 5.48 1.07 5.56 -1.08
2023 4.10 3.81 -3.20 9.60
2022 -5.97 -12.02 -5.46 6.06
2021 3.18 5.70 -1.37 4.42
2020 -15.59 12.87 5.26 9.68

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.3311.3314.66-17.0512.3310.0018.68-6.1713.895.49-1.96
% Total Return Rel to Index -5.16-13.68-11.581.14-16.35-8.39-12.80-1.78-7.90-6.44-3.35
% Total Return Rel to Peer -0.46-0.290.70-3.30-0.85-1.27-0.07-0.600.73-0.850.36
% Perf Quintile vs Peer* 0.000.003.005.004.004.004.004.003.004.004.00
% Dividends 0.020.170.130.120.170.130.160.180.180.120.09
% Yield 0.110.981.060.860.870.770.961.171.060.800.61
Capital Gains ($) 0.000.800.000.871.430.280.361.050.820.300.98
Expense Ratio 1.371.371.401.381.371.381.381.361.361.401.39

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