Morningstar

Principal Strategic Asset Management Balanced Portfolio Institutional Class PSBIX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $17.13  /  +0.35 %
  • Fund Size $4.8B
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.290%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.16%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis PSBIX

Will PSBIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSBIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SAM Balanced Inst holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PSBIX

More PSBIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal US Mega-Cap ETF

12.62 606M
—

Principal Capital Appreciation Sel ETF

8.62 414M
—

Principal Core Fixed Income R6

8.52 409M
—

Principal Bond Market Index Instl

6.64 319M
—

Principal Equity Income Inst

5.77 277M
—

Principal Glb Emerging Markets R6

5.42 260M
—

Principal Overseas Instl

5.38 258M
—

Principal International Equity ETF

5.19 249M
—

Principal Large Cap S&P 500 Index Inst

4.36 209M
—

Principal US Small Cap ETF

3.96 190M
—

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