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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: $11.28 on 5/23/2016, Change: -0.01 (-0.09%)

 

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

Fund Manager Information

Fund Manager Tenure: 6.4 years
Similar Funds: PCBFX  PCBLX  PCBPX 
Fund Family: Principal Funds
Fund Category: Conservative Allocation
Fund Performance: Mar 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (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 Mar 30, 2016

  • Principal SAM Conservative Bal J Fund (PCBJX) management has been with Principal SAM Conservative Bal J Fund for 6.4 years
  • Principal SAM Conservative Bal J Fund (PCBJX) has good short-term performance (1-year return -1.57% vs -1.68% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good mid-term performance (3-year return 4.09% vs 2.88% Conservative Allocation category median performance)
  • Principal SAM Conservative Bal J Fund (PCBJX) has good Long-term performance (5-year return 5.14% vs 4.18% 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 52.92%. 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 0.79%

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 Mar 30, 2016

  • Principal SAM Conservative Bal J Fund (PCBJX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.6 that is higher than category average of 5.51
  • Principal SAM Conservative Bal J Fund (PCBJX) carries a 1% load
See Principal SAM Conservative Bal J Fund (PCBJX) performance details as of Mar 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 J1.39-1.574.095.14
Hartford Balanced Income I (HBLIX)3.542.266.078.18Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)1.66-0.984.325.41Compare
Sterling Capital Diversified Inc Instl (BMGTX)2.52-1.534.064.44Compare

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)3.59%-1.06%1.83%
iShares Core Moderate Allocation (AOM)2.20%-0.45%4.00%
iShares Core Conservative Allocation (AOK)2.25%-0.26%3.18%

 

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
03/2016$1.68B
02/2016$1.63B
01/2016$1.64B
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
02/20169.1%36.63%52.25%0.54%
01/20169.98%36.97%50.87%0.74%
12/20158.05%38.59%50.94%0.98%
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

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%]

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%]
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

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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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