Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | PCBJX Insights | PCBJX Score | PCBJX Performance | PCBJX News | PCBJX Allocation | PCBJX Holdings Change

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

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

    Last Trade: $11.21 on 6/27/2016, Change: -0.09 (-0.8%)

 

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

Fund Manager Information

Fund Manager Tenure: 6.5 years
Similar Funds: PCBFX  PCBLX  PCBPX 
Fund Family: Principal Funds
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (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 May 30, 2016

  • Principal SAM Conservative Bal J Fund (PCBJX) management has been with Principal SAM Conservative Bal J Fund for 6.5 years
  • Principal SAM Conservative Bal J Fund (PCBJX) has good short-term performance (1-year return -1.07% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good mid-term performance (3-year return 4.24% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good Long-term performance (5-year return 5.01% vs 4.31% Allocation--30% to 50% Equity 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
  • Asset base in Principal SAM Conservative Bal J Fund (PCBJX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal SAM Conservative Bal J Fund (PCBJX) has an annual stock turnover rate of 22.70% vs Allocation--30% to 50% Equity average of 48.09%. It is good that Principal SAM Conservative Bal J management does not trade extensively for its return.
  • Principal SAM Conservative Bal J Fund (PCBJX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.55, lower than category average of 5.82
  • Principal SAM Conservative Bal J Fund (PCBJX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.58% vs 0.81%

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 May 30, 2016

  • Principal SAM Conservative Bal J Fund (PCBJX) carries a 1% load
See Principal SAM Conservative Bal J Fund (PCBJX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal SAM Conservative Bal J Fund (PCBJX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal SAM Conservative Bal J2.74-1.074.245.01
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare Principal SAM Conservative Bal J Fund (PCBJX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

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
05/2016$1.72B
03/2016$1.68B
02/2016$1.63B
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
04/20168.19%38.64%51.13%0.7%
02/20169.1%36.63%52.25%0.54%
01/20169.98%36.97%50.87%0.74%
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

Apr 29, 2016
Principal Income Instl [21.28%]
Principal Government & High Qual Bd Inst [12.3%]
Principal Short-Term Income Inst [7.37%]
Principal Equity Income Inst [6.9%]
Principal Large Cap Growth Inst [6.53%]
Principal Diversified Intl Inst [6.05%]
Principal Global Multi-Strategy Instl [5.13%]
Principal High Yield Inst [5.06%]
Principal LargeCap Value Inst [3.99%]
Principal MidCap Institutional [3.52%]

Feb 28, 2016
Principal Income Instl [21.19%]
Principal Government & High Qual Bd Inst [12.34%]
Principal Short-Term Income Inst [7.38%]
Principal Equity Income Inst [6.86%]
Principal Large Cap Growth Inst [6.68%]
Principal Diversified Intl Inst [6.02%]
Principal Global Multi-Strategy Instl [5.16%]
Principal High Yield Inst [4.93%]
Principal LargeCap Value Inst [4.04%]
Principal MidCap Institutional [3.56%]

Jan 30, 2016
Principal Income Instl [21.59%]
Principal Government & High Qual Bd Inst [12.81%]
Principal Short-Term Income Inst [7.63%]
Principal Equity Income Inst [6.66%]
Principal Large Cap Growth Inst [6.49%]
Principal Diversified Intl Inst [5.93%]
Principal Global Multi-Strategy Instl [5.28%]
Principal High Yield Inst [4.93%]
Principal LargeCap Value Inst [3.93%]
Principal MidCap Institutional [3.41%]
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

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update