PCBJX Mutual Fund

PCBJX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class J) is managed by Principal Funds with $1.04B in net assets. PCBJX expense ratio is 0.87%, holding 26 positions across various sectors. Inception date: 2007-01-16.

PCBJX performance shows a YTD return of 3.49%. The 1-year return is 5.30% and the 5-year return is -1.11%. PCBJX dividend yield stands at 2.74%, paid quarterly.

PCBJX top holdings include Income Fund (16.9%), Principal U.S. Mega-Cap Etf (8.7%), Principal Bond Market Index Institutional Class (6.5%), Prin-Fi Em T-Ins (6.4%), Principal Equity Income Inst (5.3%). Go to all PCBJX holdings, PCBJX sectors, or PCBJX dividends.

PCBJX can be compared against other funds. Use PCBJX overlap to find shared positions, or PCBJX vs another fund for a side-by-side view. PCBJX alternatives are available via the screener, along with tax-loss harvesting opportunities.