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Principal SAM Conservative Bal J (PCBJX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal SAM Conservative Bal J (PCBJX) Fund

    Last Trade: $10.66 on 2/12/2016, Change: +0.07 (0.66%)

 

Graph of Principal SAM Conservative Bal J Fund (PCBJX) ManagerFund Manager - Todd A. Jablonski

Fund Manager Information

Fund Manager Tenure: 6.1 years
Similar Funds: PCBFX  PCBLX  PCBPX 
Fund Family: Principal Funds
Fund Category: Conservative Allocation
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of Principal SAM Conservative Bal J Fund (PCBJX) ProfilePrincipal SAM Conservative Bal J Fund (PCBJX) Profile

Fund Profile and Description

Principal SAM Conservative Bal J Fund seeks to provide a high level of total return, consistent with a moderate degree of principal risk. The Portfolio operates as a fund of funds and invests principally in Institutional Class shares of Principal Funds. The Portfolio: (1) Generally invests between 40% and 80% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund (2) Generally invests between 20% and 60% of its assets in equity funds, and less than 30% in any one equity fund (3) Generally invests less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund.

 

Principal SAM Conservative Bal J (PCBJX) Fund Strength What we like about Principal SAM Conservative Bal J (PCBJX) Fund

Data for Principal SAM Conservative Bal J Fund (PCBJX) as of Jan 30, 2016

  • Principal SAM Conservative Bal J Fund (PCBJX) management has been with Principal SAM Conservative Bal J Fund for 6.1 years
  • Principal SAM Conservative Bal J Fund (PCBJX) has good short-term performance (1-year return -3.08% vs -3.56% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good mid-term performance (3-year return 3.63% vs 2.30% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good Long-term performance (5-year return 4.84% vs 3.83% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) ratio of up-years vs down years is greater than 2
  • Principal SAM Conservative Bal J Fund (PCBJX) has a Morningstar rating of 4 and above
  • Principal SAM Conservative Bal J Fund (PCBJX) has an annual stock turnover rate of 22.70% vs Conservative Allocation average of 44.41%. It is good that Principal SAM Conservative Bal J management does not trade extensively for its return.
  • Principal SAM Conservative Bal J Fund (PCBJX) has a lower expense ratio than its Conservative Allocation average: 0.58% vs 0.80%

Principal SAM Conservative Bal J Fund (PCBJX) Weakness What we are cautious about Principal SAM Conservative Bal J (PCBJX) Fund

Data for Principal SAM Conservative Bal J Fund (PCBJX) as of Jan 30, 2016

  • Principal SAM Conservative Bal J Fund (PCBJX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.28 that is higher than category average of 5.09
  • Principal SAM Conservative Bal J Fund (PCBJX) carries a 1% load
  • Asset base in Principal SAM Conservative Bal J Fund (PCBJX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Principal SAM Conservative Bal J Fund (PCBJX) performance details as of Jan 30, 2016

 

What do you think?

 

Compare Principal SAM Conservative Bal J Fund (PCBJX)Compare with other top Conservative Allocation category mutual funds

Aadditional top Conservative Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal SAM Conservative Bal J-2.06-3.083.634.84
Hartford Balanced Income I (HBLIX)-1.47-1.085.277.72Compare
Voya Strategic Allocation Cnsrv Port S (ISCVX)-2.23-3.004.285.41Compare
James Balanced: Golden Rainbow Instl (GLRIX)-2.37-2.724.696.12Compare

See top fund managers for Conservative Allocation Category Funds

 

Compare Principal SAM Conservative Bal J Fund (PCBJX)Compare with Conservative Allocation category ETFs

Some Conservative Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)-2.73%-4.78%0.29%
iShares Core Moderate Allocation (AOM)-1.59%-2.83%3.28%
iShares Core Conservative Allocation (AOK)-1.07%-2.43%2.46%

 

Graph of Principal SAM Conservative Bal J Fund (PCBJX) Net Asset TrackingPrincipal SAM Conservative Bal J (PCBJX) Fund Net Asset

Track net asset change of Principal SAM Conservative Bal J fund (PCBJX)

DateNet Asset
01/2016$1.64B
12/2015$1.65B
11/2015$1.68B
More historic net asset information on Principal SAM Conservative Bal J Fund (PCBJX)

  

Graph of Principal SAM Conservative Bal J Fund (PCBJX) Portfolio TrackingPrincipal SAM Conservative Bal J (PCBJX) Fund Portfolio Allocation

Track portfolio allocation change of Principal SAM Conservative Bal J fund (PCBJX)

DateCashStockBondOther
12/20158.05%38.59%50.94%0.98%
11/20158.2%38.8%50.46%1.04%
10/20158.51%38.64%50.3%1.17%
Click here to see more historic asset allocation information on Principal SAM Conservative Bal J Fund (PCBJX)

 

graph of Principal SAM Conservative Bal J Fund (PCBJX) Top 10 Position TrackingTop 10 Holdings in Principal SAM Conservative Bal J (PCBJX) Fund

Discover what Principal SAM Conservative Bal J Fund (PCBJX) manager is buying

Dec 30, 2015
Principal Income Instl [21.35%]
Principal Government & High Qual Bd Inst [12.57%]
Principal Short-Term Income Inst [7.64%]
Principal Large Cap Growth Inst [6.84%]
Principal Equity Income Inst [6.64%]
Principal Diversified Intl Inst [6.02%]
Principal Global Multi-Strategy Instl [5.37%]
Principal High Yield Inst [4.77%]
Principal LargeCap Value Inst [4.07%]
Principal MidCap Institutional [3.73%]

Nov 29, 2015
Principal Income Instl [21.25%]
Principal Government & High Qual Bd Inst [12.37%]
Principal Short-Term Income Inst [7.5%]
Principal Large Cap Growth Inst [6.8%]
Principal Equity Income Inst [6.67%]
Principal Diversified Intl Inst [5.92%]
Principal Global Multi-Strategy Instl [5.28%]
Principal High Yield Inst [4.79%]
Principal LargeCap Value Inst [4.04%]
Principal MidCap Institutional [3.75%]

Oct 30, 2015
Principal Income Instl [21.31%]
Principal Government & High Qual Bd Inst [12.44%]
Principal Short-Term Income Inst [7.52%]
Principal Large Cap Growth Inst [6.75%]
Principal Equity Income Inst [6.67%]
Principal Diversified Intl Inst [5.92%]
Principal Global Multi-Strategy Instl [5.27%]
Principal High Yield Inst [4.87%]
Principal LargeCap Value Inst [4.07%]
Principal MidCap Institutional [3.69%]
Click here for Stock Holding Change Map in Principal SAM Conservative Bal J Fund (PCBJX)

  

Latest News on Principal SAM Conservative Bal J (PCBJX) Fund

See what is happening with Principal SAM Conservative Bal J Fund (PCBJX)

 

Principal SAM Conservative Bal J Fund (PCBJX) Related ResourcesSee more information on Principal SAM Conservative Bal J (PCBJX) Fund

Popular pages on Principal SAM Conservative Bal J (PCBJX) Fund

  

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