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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: $12.34 on 8/28/2014, Change: -0.01 (-0.08%)

 

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

Fund Manager Information

Fund Manager Tenure: 4.7 years
Similar Funds: PCBFX  PCBLX  PCBPX 
Fund Family: Principal Funds
Fund Category: Conservative Allocation
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: B (Score: 0.68)     (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 Jul 30, 2014

  • Principal SAM Conservative Bal J Fund (PCBJX) management has been with Principal SAM Conservative Bal J Fund for 4.7 years
  • Principal SAM Conservative Bal J Fund (PCBJX) has good short-term performance (1-year return 8.83% vs 7.48% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good mid-term performance (3-year return 7.71% vs 6.27% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good Long-term performance (5-year return 9.35% vs 8.33% 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 13.10% vs Conservative Allocation average of 44.65%. 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: 0.63% 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 Jul 30, 2014

  • Principal SAM Conservative Bal J Fund (PCBJX) is less safe compared to its Conservative Allocation peers
  • Principal SAM Conservative Bal J Fund (PCBJX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.43 that is higher than category average of 6.03
  • Principal SAM Conservative Bal J Fund (PCBJX) carries a 1% load
See Principal SAM Conservative Bal J Fund (PCBJX) performance details as of Jul 30, 2014

 

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 J3.588.837.719.35
Hartford Balanced Income I (HBLIX)5.159.9211.2512.39Compare
Voya Strategic Allocation Conservative S (ISCVX)4.169.528.379.98Compare
James Balanced: Golden Rainbow Instl (GLRIX)4.7610.349.1910.18Compare

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)3.09%8.09%6.83%
TDX Independence In-Target ETF (TDX)0.90%6.79%5.45%
iShares S&P Conservative Allocation (AOK)2.91%6.49%5.58%
iShares S&P Emerging Mkts Infrastructure (EMIF)5.54%14.84%4.78%
PowerShares CEF Income Composite (PCEF)6.66%10.29%7.98%

 

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
07/2014$1.62B
06/2014$1.63B
03/2014$1.55B
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
06/20146.63%43.73%46.83%0.67%
05/20146.56%43.48%47.23%0.64%
02/20146.61%43.79%46.46%1.02%
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

Jun 29, 2014
Principal Income Inst [21.96%]
Principal Government & High Qual Bd Inst [14.63%]
Principal Equity Income Inst [8.49%]
Principal LargeCap Value Inst [7.33%]
Principal Diversified Intl Inst [6.17%]
Principal Short-Term Income Inst [5.69%]
Principal Large Cap Growth Inst [5.24%]
Principal Capital Appreciation Inst [4.63%]
Principal Global Multi-Strategy Instl [3.46%]
Principal High Yield Inst [3.27%]

May 30, 2014
Principal Income Inst [21.95%]
Principal Government & High Qual Bd Inst [14.93%]
Principal Equity Income Inst [8.47%]
Principal LargeCap Value Inst [7.18%]
Principal Diversified Intl Inst [6.12%]
Principal Short-Term Income Inst [5.72%]
Principal Large Cap Growth Inst [5.17%]
Principal Capital Appreciation Inst [4.61%]
Principal Global Multi-Strategy Instl [3.3%]
Principal High Yield Inst [3.3%]

Feb 27, 2014
Principal Income Inst [21.31%]
Principal Government & High Qual Bd Inst [15.48%]
Principal Equity Income Inst [8.36%]
Principal Large Cap Value Inst [7.12%]
Principal Diversified Intl Inst [6.34%]
Principal Short-Term Income Inst [5.75%]
Principal Large Cap Growth Inst [5.52%]
Principal Capital Appreciation Inst [4.65%]
Principal High Yield Inst [3.4%]
Principal Global Multi-Strategy Instl [2.66%]
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

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