PSBFX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Class R-5) is managed by Principal Funds with $34.3M in net assets. PSBFX expense ratio is 1.00%, holding 36 positions across sectors including Unknown, Other. Inception date: 2007-01-16.

PSBFX performance shows a YTD return of 7.20%. The 1-year return is 15.31% and the 5-year return is 6.56%. PSBFX dividend yield stands at 10.13%, paid quarterly.

PSBFX 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 PSBFX holdings, sector breakdown, or dividend history.

PSBFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.