Principal Strategic Asset Management Balanced Portfolio R-5 Class (PSBFX) is a mutual fund with $4.72 Billion in assets. The fund allocates 69.59% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Core Fixed Income Fund at 12.29% of total assets. This is followed by Principal U.S. Mega-Cap ETF (12.25%) and Principal Capital Appreciation Fund (9.85%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Core Fixed Income Fund | 12.29% | - | - |
| Principal U.S. Mega-Cap ETF | 12.25% | - | - |
| Principal Capital Appreciation Fund | 9.85% | - | - |
| Blue Chip Fund | 5.24% | - | - |
| Equity Income Fund | 7.17% | - | - |
| LargeCap Value Fund III | 5.58% | - | - |
| Bond Market Index Fund | 5.92% | - | - |
| High Yield Fund | 4.28% | - | - |
| Diversified International Fund | 3.46% | - | - |
| LargeCap Growth Fund I | 3.55% | - | - |
| MidCap Fund | 3.96% | - | - |
| Principal International Equity ETF | 5.65% | - | - |
| Overseas Fund | 4.97% | - | - |
| Global Emerging Markets Fund | 4.38% | - | - |
| Principal U.S. Small-Cap ETF | 3.49% | - | - |