PCBPX Mutual Fund
PCBPX Mutual Fund
PCBPX Mutual Fund
Principal Strategic Asset Management Conservative Balanced Portfolio Class R-3
PCBPX Mutual Fund Overview
PCBPX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class R-3) is managed by Principal Funds with $11.5M in net assets. PCBPX expense ratio is 1.28%, holding 26 positions across various sectors. Inception date: 2007-01-16.
PCBPX performance shows a YTD return of 3.17%. The 1-year return is 4.94% and the 5-year return is 3.85%. PCBPX dividend yield stands at 2.32%, paid quarterly.
PCBPX 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 PCBPX holdings, PCBPX sectors, or PCBPX dividends.
PCBPX can be compared against other funds. Use PCBPX overlap to find shared positions, or PCBPX vs another fund for a side-by-side view. PCBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.