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Principal Strategic Asset Management Conservative Balanced Portfolio (PCSSX)

12.55
+0.04
+(0.32%)
At close: November 22 at 8:00:55 PM EST
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  • Previous Close 12.51
  • YTD Return 7.75%
  • Expense Ratio 1.62%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.89B
  • Beta (5Y Monthly) 0.84
  • Yield 1.76%
  • 5y Average Return --
  • Holdings Turnover 25.50%
  • Last Dividend 0.08
  • 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

1.89B

Net Assets

2007-01-16

Inception Date

More about Principal Strategic Asset Management Conservative Balanced Portfolio

Performance Overview: PCSSX

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Trailing returns as of 11/21/2024. Category is Allocation--30% to 50% Equity.

YTD Return

PCSSX
7.75%
Category
5.91%
 

1-Year Return

PCSSX
19.14%
Category
18.59%
 

3-Year Return

PCSSX
0.62%
Category
8.56%
 

5-Year Return

PCSSX
4.11%
Category
7.44%
 

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Holdings: PCSSX

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Sector Weightings

SectorPCSSX
Financial Services   19.23%
Technology   19.02%
Healthcare   10.90%
Consumer Cyclical   10.44%
Industrials   10.07%
Communication Services   7.60%
Consumer Defensive   5.75%
Real Estate   5.74%
Energy   4.44%
Basic Materials   3.45%
Utilities   3.37%
View More

Recent News: PCSSX

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Research Reports: PCSSX

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