PSBIX Mutual Fund

PSBIX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Institutional Class) is managed by Principal Funds with $771.2M 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 6.66%. PSBIX dividend yield stands at 10.57%, paid quarterly.

PSBIX top holdings include Core Fixed Income Fund (11.6%), Principal U.S. Mega-Cap Etf (11.0%), Principal Capital Appreciation Fund (8.6%), Equity Income Fund (7.4%), 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.