PSBFX Mutual Fund

PSBFX Mutual Fund

NAV$17.45
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Showing the top 10 of 36 holdings · as of Jan 31, 2026
Top 10 weight
68.74%
PSBFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
PICNX
Sun Life Core Fixed Income
11.78%		11.8%65,176,234$568.99M
2
USMC
Principal U.S. Mega-Cap Etf
10.62%		22.4%7,570,257$512.72M
3
PWCIX
Principal Capital Appreciation Inst
8.51%		30.9%4,708,616$410.92M
4—Equity Income Fund
6.99%		37.9%7,963,910$337.51M
5
PIEQ
Principal International Equity Etf
6.06%		44.0%8,465,387$292.48M
6
PFIEX
International Equity Index Fund
6.06%		50.0%20,020,947$292.91M
7—Global Emerging Markets Fund
5.39%		55.4%6,997,145$260.15M
8
PINZX
Overseas Fund
5.35%		60.8%20,920,163$258.57M
9DebtPrincipal Bond Market Index Institutional Class
4.30%		65.1%24,268,676$207.50M
10
PSC
Principal U.S. Small-Cap Etf
3.68%		68.7%2,962,700$177.91M
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PSBFX Mutual Fund Top Holdings

PSBFX holdings top 10 positions. The top 10 holdings account for 68.7% of the fund, led by Sun Life Core Fixed Income at 11.8%, Principal U.S. Mega-Cap Etf at 10.6%, Principal Capital Appreciation Inst at 8.5%.

PSBFX portfolio concentration is relatively high, with the top 10 representing 68.7% of total assets.

PSBFX sectors provide a detailed breakdown. PSBFX overlap shows how holdings compare to other funds in your portfolio.