SABPX : Principal Strategic Asset Management Balanced Portfolio Class A

SABPX is a Allocation Market All-In-One with MODERATE fees.

SABPX

Principal Strategic Asset Management Balanced Portfolio Class A

FI Score

66 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

66% FI Score
  • sabpx
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Balanced Portfolio Class A

Expenses: 0.62% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide as high a level of total return (consisting of reinvested income and capital appreciation) as is consistent with reasonable risk. The fund operates as funds of funds and generally invests: between 20% and 60% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; between 40% and 80% of its assets in equity funds, and less than 30% in any one equity fund; and less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund.

Largest Holdings

Amount Holding
12.20% Principal Equity Income Inst
12.08% Principal Core Fixed Income R6
10.89% Principal Diversified International R-6
10.79% Principal US Mega-Cap Multi-Factor ETF
9.68% Principal Blue Chip R-6
8.30% Principal Short-Term Income Inst
7.28% Principal Government & High Qual Bd Inst
4.74% Principal Active Global Dividend Inc ETF
3.80% Principal Edge MidCap R-6
2.97% Principal Diversified Real Asset R6
2.83% Principal Spectrum Pref&Cptl Scs IncR6
2.55% Principal Global Real Estate Sec R6
2.22% Principal US Small Cap Mlt Fac Ind ETF
1.61% Principal Inflation Protection Inst
1.49% Principal High Yield R-6
1.43% Principal Origin Emerging Markets R6
1.42% Principal Active Income ETF
1.29% Principal International Small CompanyR-6
0.68% Principal Investment Grd Corp Actv ETF

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