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 $218.5M in net assets. PCCIX expense ratio is 0.73%, holding 34 positions across sectors including Unknown, Other. Inception date: 2007-01-16.
PCCIX performance shows a YTD return of 5.12%. The 1-year return is 11.58% and the 5-year return is 4.66%. PCCIX dividend yield stands at 7.52%, 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%). View all PCCIX holdings, sector breakdown, or dividend history.
PCCIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.