Nasdaq - Delayed Quote USD
Principal Strategic Asset Management Conservative Balanced Portfolio (PCSSX)
12.55
+0.04
+(0.32%)
At close: November 22 at 8:00:55 PM EST
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- UBS Financial Services Inc
- Protected Investors of America
- E TRADE Financial
- H&R Block Financial Advisors Inc
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- EP Fee Small
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- (Junk)CommonWealth PPS
- Edward Jones
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- ETrade No Load Fee
- ETrade Load Fee
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Robert W. Baird & Co.
- JPMorgan INVEST
- WFA MF Advisory Updated 12.5.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- EP Comm Small
- EP Comm Large
- EP Fee Large
- Firstrade
- Scottrade TF
- TIAA-CREF Brokerage Services
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Met Life Resources MFSP Alliance List
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 4.3.24
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Vanguard Load
- Vanguard TF
- Morgan Stanley Portfolio Management
- Merrill Edge
- DailyAccess Corporation Matrix
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
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.
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Principal Funds |
| Net Assets | 1.89B |
| YTD Return | 7.75% |
| Yield | 1.76% |
| Morningstar Rating | |
| Inception Date | Jan 16, 2007 |
Performance & Risk
| YTD Return | 9.23% |
| 5y Average Return | 4.31% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
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