PCBPX Mutual Fund

PCBPX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class R-3) is managed by Principal Funds with $12.7M in net assets. PCBPX expense ratio is 1.28%, holding 34 positions across various sectors. Inception date: 2007-01-16.

PCBPX performance shows a YTD return of 4.50%. The 1-year return is 10.13% and the 5-year return is 3.87%. PCBPX dividend yield stands at 7.46%, paid quarterly.

PCBPX 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 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.