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

(NASDAQ Mutual Funds) As of May 21, 2026 06:11 PM ET

$16.92 USD

+0.04 (0.24%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.56 34
3 months 2.51 42
6 months 5.54 44
1 Year 18.58 47
3 Year 12.64 52
5 Year 5.59 65
10 Year 7.37 68

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 75.05
Bear Market (10/07 - 2/09) -37.58
Bull Market (2/09 - 3/21) 332.38

Load Adjusted Returns as of Apr 30, 2026

1 Year 10.79
5 Year 5.14
10 Year 6.83
Since Inception 5.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.12 NA NA NA
2025 -0.38 6.14 4.91 1.64
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.5612.7411.3314.66-17.0512.3310.0018.68-6.1713.895.49
% Total Return Rel to Index 3.21-5.47-13.68-11.581.14-16.35-8.39-12.80-1.78-7.90-6.44
% Total Return Rel to Peer 0.39-0.42-0.290.70-3.30-0.85-1.27-0.07-0.600.73-0.85
% Perf Quintile vs Peer* 3.003.003.003.005.004.004.004.004.003.004.00
% Dividends 0.000.200.170.130.120.170.130.160.180.180.12
% Yield 1.121.110.981.180.860.870.770.961.171.060.80
Capital Gains ($) 0.001.440.800.000.871.430.280.361.050.820.30
Expense Ratio 0.001.361.371.401.381.371.381.381.361.361.40

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