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Principal SAM Conservative Bal R4 (PCBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.100.00 (0.00%)
At close: 08:05AM EDT

Overall portfolio composition (%)

Cash1.31%
Stocks42.99%
Bonds53.38%
Others0.15%
Preferred2.06%
Convertible0.10%

Sector weightings (%)

Sector(s)
PCBLX
Basic materials
3.44%
Consumer cyclical
9.27%
Financial services
16.87%
Property
6.02%
Consumer defensive
5.67%
Healthcare
11.80%
Utilities
3.12%
Communication services
6.97%
Energy
5.34%
Industrials
10.58%
Technology
20.93%

Equity holdings

AveragePCBLXCategory average
Price/Earnings0.0523.44
Price/book0.323.3
Price/sales0.422.51
Price/Cash flow0.0715
Median market cap121,918.6293,548.6
3-year earnings growth19.516.08

Bond holdings

AveragePCBLXCategory average
Maturity9.093.51
Duration3.75.82
Credit qualityN/AN/A

Bond ratings

Sector(s)PCBLX
US government15.54%
AAA52.97%
AA1.76%
A12.74%
BBB19.21%
BB6.19%
B4.19%
Below B1.61%
Others1.33%

Top 10 holdings (76.72% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Core Fixed Income R6PICNX27.10%
Principal Bond Market Index InstlPNIIX9.63%
Principal US Mega-Cap ETFUSMC7.91%
Principal Equity Income InstPEIIX6.32%
Principal Capital Appreciation InstPWCIX5.98%
Principal Blue Chip R6PGBHX5.63%
Principal High Yield R-6PHYFX4.14%
Principal Spectrum Pref&Cptl Scs IncR6PPREX3.87%
Principal Inflation Protection InstPIPIX3.51%
Principal Diversified Real Asset R6PDARX2.63%