PCBFX Mutual Fund

PCBFX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class R-5) is managed by Principal Funds with $30.6M in net assets. PCBFX expense ratio is 0.97%, holding 34 positions across various sectors. Inception date: 2007-01-16.

PCBFX performance shows a YTD return of 4.76%. The 1-year return is 10.47% and the 5-year return is 4.19%. PCBFX dividend yield stands at 7.77%, paid quarterly.

PCBFX top holdings include Sun Life Core Fixed Income (22.1%), Principal U.S. Mega-Cap Etf (7.7%), Principal Bond Market Index Institutional Class (6.2%), Finisterre Emerging Markets Total Return Bond Fund (6.1%), Equity Income Fund (5.3%). Go to all PCBFX holdings, PCBFX sectors, or PCBFX dividends.

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