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Nasdaq - Delayed Quote USD

Principal SAM Conservative Bal Inst (PCCIX)

12.11
+0.03
+(0.25%)
As of 8:06:57 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.03%
5y Average Return 6.20%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 24, 2025) 15.85%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 15.85%
Worst 3Y Total Return 0.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCCIX
Category
YTD
0.86%
5.91%
1-Month
-1.82%
0.61%
3-Month
0.86%
4.02%
1-Year
5.91%
18.59%
3-Year
3.52%
8.56%
5-Year
7.34%
7.44%
10-Year
4.90%
6.20%
Last Bull Market
10.72%
11.89%
Last Bear Market
-9.91%
-8.23%

Annual Total Return (%) History

Year
PCCIX
Category
2025
--
--
2024
8.81%
--
2023
11.99%
--
2022
-14.50%
--
2021
9.54%
--
2020
9.39%
8.86%
2019
15.85%
14.81%
2018
-3.77%
-5.04%

2017
11.26%
9.86%
2016
6.20%
6.62%
2015
-0.78%
-2.32%
2014
6.01%
4.02%
2013
11.23%
7.23%
2012
11.11%
9.40%
2011
2.06%
1.70%
2010
11.78%
10.03%
2009
22.20%
20.77%
2008
-18.88%
-18.61%
2007
--
4.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.86% -- -- --
2024 3.62% 0.97% 5.62% -1.53%
2023 3.60% 2.41% -2.89% 8.69%
2022 -5.28% -9.91% -4.38% 4.79%
2021 2.01% 4.85% -0.76% 3.19%
2020 -11.63% 10.43% 4.28% 7.50%
2019 6.93% 3.04% 1.44% 3.66%
2018 -0.92% 0.65% 2.01% -5.41%
2017 3.29% 2.14% 2.93% 2.46%
2016 1.34% 2.06% 2.82% -0.14%

2015 2.00% -0.52% -3.58% 1.40%
2014 1.86% 3.16% -0.95% 1.86%
2013 4.34% -0.86% 3.18% 4.21%
2012 6.23% -0.70% 4.06% 1.22%
2011 3.12% 1.12% -7.31% 5.59%
2010 3.69% -3.67% 7.24% 4.34%
2009 -4.22% 11.59% 10.28% 3.67%
2008 -3.35% -0.78% -6.10% -9.92%
2007 2.42% 2.90% 0.47% --

Rank in Category (By Total Return)

YTD 52
1-Month 69
3-Month 52
1-Year 26
3-Year 24
5-Year 23

Load Adjusted Returns

1-Year 5.91%
3-Year 3.52%
5-Year 7.34%
10-Year 4.90%

Performance & Risk

YTD Return 0.03%
5y Average Return 6.20%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Principal Funds
Net Assets 1.79B
YTD Return 0.86%
Yield 2.65%
Morningstar Rating
Inception Date Jan 16, 2007

Fund Summary

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.

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