PSBIX

About PSBIX

Principal SAM Balanced Portfolio Institutional Class is a diversified mutual fund that follows a moderate allocation strategy, aiming to achieve a high level of total return through both reinvested income and capital appreciation. This fund operates as a fund of funds, primarily investing in a mix of underlying equity and fixed-income funds managed by Principal and its affiliates. Its strategic allocation typically balances between 40% to 80% in equity funds and 20% to 60% in fixed-income funds, with further constraints to prevent concentration in individual underlying funds. By investing in large blend equities and core fixed income, the portfolio seeks to provide a blend of growth and income potential, while maintaining a risk profile that aligns with moderate investors. The fund is actively managed and leverages the expertise of seasoned portfolio managers to adjust allocations based on market conditions. Principal SAM Balanced Portfolio Institutional Class plays a significant role as a core holding for institutional investors seeking a balanced approach to long-term capital growth and income, and it is categorized within the moderate allocation segment of the market. Its assets are broadly diversified, with over $4 billion in assets under management, and the top holdings represent a substantial portion of the portfolio, reflecting targeted exposure to both equity and fixed-income sectors.