Principal Strategic Asset Management Balanced Portfolio R-5 Class (PSBFX) - mutual fund with $4.72 Billion in assets. The fund allocates 65.04% 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 11.56% of total assets. This is followed by Principal U.S. Mega-Cap ETF (11.00%) and Principal Capital Appreciation Fund (8.60%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Core Fixed Income Fund | 11.56% | - | - |
| Principal U.S. Mega-Cap ETF | 11.00% | - | - |
| Principal Capital Appreciation Fund | 8.60% | - | - |
| Blue Chip Fund | 5.24% | - | - |
| Equity Income Fund | 7.39% | - | - |
| LargeCap Value Fund III | 5.58% | - | - |
| Bond Market Index Fund | 4.38% | - | - |
| High Yield Fund | 4.28% | - | - |
| Diversified International Fund | 3.46% | - | - |
| LargeCap Growth Fund I | 3.55% | - | - |
| MidCap Fund | 3.96% | - | - |
| Principal International Equity ETF | 6.11% | - | - |
| Overseas Fund | 5.04% | - | - |
| Global Emerging Markets Fund | 5.99% | - | - |
| Principal U.S. Small-Cap ETF | 4.09% | - | - |
| LargeCap SP 500 Index Fund | 4.47% | - | - |