PCCIX Mutual Fund
PCCIX Mutual Fund
PCCIX Mutual Fund
Principal Strategic Asset Management Conservative Balanced Portfolio Institutional Class
PCCIX Mutual Fund Overview
PCCIX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Institutional Class) is managed by Principal Funds with $224.1M in net assets. PCCIX expense ratio is 0.73%, holding 34 positions across various sectors. Inception date: 2007-01-16.
PCCIX performance shows a YTD return of 4.79%. The 1-year return is 10.71% and the 5-year return is 4.43%. PCCIX dividend yield stands at 7.99%, paid quarterly.
PCCIX 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 PCCIX holdings, PCCIX sectors, or PCCIX dividends.
PCCIX can be compared against other funds. Use PCCIX overlap to find shared positions, or PCCIX vs another fund for a side-by-side view. PCCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.