PCBFX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class R-5) is managed by Principal Funds with $30.0M in net assets. PCBFX expense ratio is 0.97%, holding 34 positions across sectors including Unknown, Other. Inception date: 2007-01-16.

PCBFX performance shows a YTD return of 5.08%. The 1-year return is 11.33% and the 5-year return is 4.42%. PCBFX dividend yield stands at 7.35%, 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%). View all PCBFX holdings, sector breakdown, or dividend history.

PCBFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.