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Principal Strategic Asset Management Balanced Portfolio Class A (SABPX)

US Funds

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17.49 +0.01 +0.06%

11/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Principal Funds

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.22B

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SABPX Overview

Find basic information about the Principal Strategic Asset Management Balanced Portfolio Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SABPX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change21.9%

Prev. Close17.48

Risk Rating

TTM Yield1.61%

ROE26.24%

IssuerPrincipal Funds

Turnover17.10%

ROA11.26%

Inception Date35271

Total Assets2.22B

Expenses0.60%

Min. Investment1,000

Market Cap137.31B

CategoryAllocation - - 50% to 70% Equity

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Principal Strategic Asset Management Balanced Portfolio Class A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1113	1019	1249	1086	1397	1850
Fund Return	11.31%	1.91%	24.93%	2.8%	6.92%	6.35%
Place in category	255	298	206	369	381	266
% in Category	33	40	27	54	58	54

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	14.73B	18.77	5.53	12.65
Principal Equity Income Inst	7.69B	16.28	6.02	9.73
Principal Large Cap S&P 500 Index I	6.31B	20.82	8.89	12.81
Principal Preferred Securities Inst	4.42B	9.49	1.29	4.30
Principal Real Estate Securities In	3.84B	9.90	-0.07	7.08

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.02B	13.30	5.24	8.16
Vanguard Wellington Admiral	100.41B	12.38	4.27	8.38
American Funds American Balanced R6	56.22B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.77B	12.51	3.69	8.16
Fidelity Balanced K	42.26B	13.96	4.89	9.61

Top Holdings

Name	ISIN	Weight %	Last	Change %
Principal Core Fixed Income R6	-	16.44	-	-
Principal US Mega-Cap ETF	-	11.68	-	-
Principal Capital Appreciation Inst	-	9.32	-	-
Principal Blue Chip R6	-	7.70	-	-
Principal Equity Income Inst	-	7.35	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal SAM Bal.	17.49	+0.01	+0.06%