Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl R-5 (PSBFX)
PSBFX is a mutual fund offered by Principal Fds, Inc. that focuses on strategic asset management and maintains a balanced portfolio. It is classified as Class R-5, indicating it is intended for retirement accounts. This fund aims to provide investors with a diversified mix of assets to achieve long-term growth and income. With a ticker symbol of PSBFX, this mutual fund offers investors the opportunity to invest in a professionally managed portfolio with a focus on strategic asset allocation.
PSBFX Mutual Fund Chart & Stats
$16.76
At close: 4:00 PM EST- Previous Close
- $16.76
- Sub-Category
- Asset Allocation
- Total Liabilities
- $2.22M
- Expense Ratio
- 1.00%
- Holding Count
- 7
- Brand
- Principal Funds, Inc
- Category
- Balanced
- Total Assets
- 4.89B
- Shares Outstanding
- N/A
- 52-Week Range
- $15.57 - $17.71
PSBFX Mutual Fund News
Top 10 Holdings
| Name | Weight % |
|---|---|
| USMCPrincipal U.S. Mega-Cap ETF | 11.97% |
| LCAPPrincipal Capital Appreciation Select ETF | 8.33% |
| PIEQPrincipal International Equity ETF | 5.13% |
| PSCPrincipal U.S. Small-Cap Multi-Factor ETF | 3.96% |
| PREFPrincipal Spectrum Preferred Secs Active ETF | 1.91% |
| USD_CASHPrincipal Funds, Inc - Government Money Market Fund - Class R-6 | 0.73% |
| PYPrincipal Value ETF | 0.52% |
| Total | 32.55% |
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