PCBJX Mutual Fund
PCBJX Mutual Fund
Principal Strategic Asset Management Conservative Balanced Portfolio Class J
PCBJX Mutual Fund Overview
PCBJX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class J) is managed by Principal Funds with $1.05B in net assets. PCBJX expense ratio is 0.87%, holding 34 positions across sectors including Unknown, Other. Inception date: 2007-01-16.
PCBJX performance shows a YTD return of 5.15%. The 1-year return is 11.48% and the 5-year return is 4.53%. PCBJX dividend yield stands at 7.45%, paid quarterly.
PCBJX 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 PCBJX holdings, sector breakdown, or dividend history.
PCBJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCBJX alternatives are available via the screener, along with tax-loss harvesting opportunities.