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Nasdaq - Delayed Quote USD

Principal SAM Conservative Bal J (PCBJX)

11.87
+0.01
+(0.08%)
At close: 8:01:56 PM EDT
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  • Previous Close 11.86
  • YTD Return 0.82%
  • Expense Ratio 0.87%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.79B
  • Beta (5Y Monthly) 0.84
  • Yield 2.53%
  • 5y Average Return --
  • Holdings Turnover 19.90%
  • Last Dividend 0.05
  • Inception Date Jan 16, 2007

The fund operate as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.

Principal Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

1.79B

Net Assets

2007-01-16

Inception Date

More about Principal SAM Conservative Bal J

Performance Overview: PCBJX

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Trailing returns as of 4/14/2025. Category is Allocation--30% to 50% Equity.

YTD Return

PCBJX
0.82%
Category
5.91%
 

1-Year Return

PCBJX
5.80%
Category
18.59%
 

3-Year Return

PCBJX
3.40%
Category
8.56%
 

5-Year Return

PCBJX
7.21%
Category
7.44%
 

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Holdings: PCBJX

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Sector Weightings

SectorPCBJX
Financial Services   19.92%
Technology   19.77%
Consumer Cyclical   10.67%
Healthcare   9.98%
Industrials   9.78%
Communication Services   7.53%
Real Estate   5.98%
Consumer Defensive   5.39%
Energy   4.47%
Basic Materials   3.49%
Utilities   3.01%
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Recent News: PCBJX

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Research Reports: PCBJX

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