Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Travis D. Carter

Plano, TX
(972) 543-4800
More Details

Historical Analysis

Partners

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: $12.22 on 2/28/2015, Change: -0.01 (-0.08%)

 

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

Fund Manager Information

Fund Manager Tenure: 5.2 years
Similar Funds: PCBFX  PCBLX  PCBPX 
Fund Family: Principal Funds
Fund Category: Conservative Allocation
Fund Performance: Jan 30, 2015
Fundmojo Fund Grade: A (Score: 0.7)     (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, 2015

  • Principal SAM Conservative Bal J Fund (PCBJX) management has been with Principal SAM Conservative Bal J Fund for 5.2 years
  • Principal SAM Conservative Bal J Fund (PCBJX) has good short-term performance (1-year return 6.55% vs 5.16% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good mid-term performance (3-year return 7.99% vs 6.54% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good Long-term performance (5-year return 8.22% vs 7.04% 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 3.20% vs Conservative Allocation average of 40.18%. 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 4.72, lower than category average of 4.87
  • Principal SAM Conservative Bal J Fund (PCBJX) has a lower expense ratio than its Conservative Allocation average: 0.61% vs 0.84%

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, 2015

  • Principal SAM Conservative Bal J Fund (PCBJX) carries a 1% load
See Principal SAM Conservative Bal J Fund (PCBJX) performance details as of Jan 30, 2015

 

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-0.086.557.998.22
Hartford Balanced Income I (HBLIX)-0.598.619.9710.89Compare
Voya Strategic Allocation Conservative S (ISCVX)0.407.788.928.80Compare
James Balanced: Golden Rainbow Instl (GLRIX)-0.128.478.589.90Compare

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
iShares S&P Moderate Allocation (AOM)-0.03%5.99%6.92%
PowerShares CEF Income Composite (PCEF)0.69%5.77%6.32%
iShares S&P Conservative Allocation (AOK)0.37%5.09%5.21%
TDX Independence In-Target ETF (TDX)0.36%-2.57%2.21%

 

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
01/2015$1.66B
12/2014$1.64B
11/2014$1.67B
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
12/20147.37%40.49%49.61%0.8%
11/20146.89%42.92%47.13%0.78%
10/20146.83%42.87%47.82%0.57%
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, 2014
Principal Income Instl [21.82%]
Principal Government & High Qual Bd Inst [12.54%]
Principal Short-Term Income Inst [7.51%]
Principal LargeCap Value Inst [7.38%]
Principal Equity Income Inst [6.94%]
Principal Large Cap Growth Inst [6.72%]
Principal Diversified Intl Inst [5.15%]
Principal High Yield Inst [4.89%]
Principal Global Multi-Strategy Instl [4.5%]
Principal Capital Appreciation Inst [4.09%]

Nov 29, 2014
Principal Income Instl [22.64%]
Principal Government & High Qual Bd Inst [13.99%]
Principal Equity Income Inst [8.64%]
Principal LargeCap Value Inst [7.51%]
Principal Short-Term Income Inst [5.75%]
Principal Diversified Intl Inst [5.75%]
Principal Large Cap Growth Inst [5.43%]
Principal Capital Appreciation Inst [4.59%]
Principal Global Multi-Strategy Instl [4.04%]
Principal High Yield Inst [2.99%]

Oct 30, 2014
Principal Income Instl [22.66%]
Principal Government & High Qual Bd Inst [14.15%]
Principal Equity Income Inst [8.53%]
Principal LargeCap Value Inst [7.4%]
Principal Diversified Intl Inst [5.8%]
Principal Short-Term Income Inst [5.78%]
Principal Large Cap Growth Inst [5.41%]
Principal Capital Appreciation Inst [4.55%]
Principal Global Multi-Strategy Instl [3.98%]
Principal High Yield Inst [3.06%]
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