PSAJX Mutual Fund
PSAJX Mutual Fund
Principal Strategic Asset Management Balanced Portfolio Class J
PSAJX Mutual Fund Overview
PSAJX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Class J) is managed by Principal Funds with $1.77B in net assets. PSAJX expense ratio is 0.91%, holding 36 positions across various sectors. Inception date: 2007-01-16.
PSAJX performance shows a YTD return of 7.27%. The 1-year return is 15.39% and the 5-year return is 6.66%. PSAJX dividend yield stands at 10.50%, paid quarterly.
PSAJX top holdings include Sun Life Core Fixed Income (11.8%), Principal U.S. Mega-Cap Etf (10.6%), Principal Capital Appreciation Inst (8.5%), Equity Income Fund (7.0%), Principal International Equity Etf (6.1%). View all PSAJX holdings, sector breakdown, or dividend history.
PSAJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSAJX alternatives are available via the screener, along with tax-loss harvesting opportunities.