PSAJX Mutual Fund

PSAJX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Class J) is managed by Principal Funds with $1.81B 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 14.46% and the 5-year return is 6.49%. PSAJX dividend yield stands at 10.76%, 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%). Go to all PSAJX holdings, PSAJX sectors, or PSAJX dividends.

PSAJX can be compared against other funds. Use PSAJX overlap to find shared positions, or PSAJX vs another fund for a side-by-side view. PSAJX alternatives are available via the screener, along with tax-loss harvesting opportunities.