PCBJX Mutual Fund
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 $1.07B in net assets. PCBJX expense ratio is 0.87%, holding 34 positions across various sectors. Inception date: 2007-01-16.
PCBJX performance shows a YTD return of 4.82%. The 1-year return is 10.61% and the 5-year return is 4.29%. PCBJX dividend yield stands at 7.89%, 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%). 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.