Morningstar

Principal Strategic Asset Management Conservative Balanced Fund Class J PCBJX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $12.83  /  +0.23 %
  • Fund Size $1.8B
  • Adjusted Expense Ratio 0.870%
  • Net Expense Ratio 0.440%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.60%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis PCBJX

Will PCBJX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCBJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCBJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCBJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SAM Conservative Bal J holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings PCBJX

More PCBJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

16.79 303M
—

Principal US Mega-Cap ETF

9.04 163M
—

Principal Bond Market Index Instl

8.19 148M
—

Principal Finisterre EmMkts TR Bd Instl

6.35 115M
—

Principal Capital Appreciation Sel ETF

4.95 89M
—

Principal High Yield R-6

4.54 82M
—

Principal Short-Term Income Inst

4.36 79M
—

Principal International Bond R-6

4.32 78M
—

Principal Equity Income Inst

4.29 78M
—

Principal Inflation Protection Inst

3.64 66M
—

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