PSBIX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Institutional Class) is managed by Principal Funds with $763.2M in net assets. PSBIX expense ratio is 0.75%, holding 36 positions across sectors including Unknown, Other. Inception date: 2007-01-16.

PSBIX performance shows a YTD return of 7.31%. The 1-year return is 15.55% and the 5-year return is 6.82%. PSBIX dividend yield stands at 10.28%, 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%). View all PSBIX holdings, sector breakdown, or dividend history.

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