PSBIX Mutual Fund

PSBIX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Institutional Class) is managed by Principal Funds with $787.7M in net assets. PSBIX expense ratio is 0.75%, holding 36 positions across various sectors. Inception date: 2007-01-16.

PSBIX performance shows a YTD return of 7.37%. The 1-year return is 14.72% and the 5-year return is 6.65%. PSBIX dividend yield stands at 10.57%, paid quarterly.

PSBIX 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 PSBIX holdings, PSBIX sectors, or PSBIX dividends.

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