PCBFX – Principal SAM Conservative Bal R5 Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high level of total return (consisting of reinvestment of income and capital appreciation), consistent with a moderate degree of principal risk. The fund operate as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PCCIX	Principal Strategic Asset Management Conservative Balanced Fund Institutional Class	Institutional	Open			Jan 16, 2007	$215.69M	0.730%	Above Average	$0	−$4.27M
SAIPX	Principal Strategic Asset Management Conservative Balanced Fund Class A	Front Load	Open			Jul 25, 1996	$499.05M	1.020%	Above Average	$1,000	−$37.36M
SCIPX	Principal Strategic Asset Management Conservative Balanced Fund Class C	Level Load	Open			Mar 1, 2002	$24.78M	1.820%	Above Average	$1,000	−$6.80M
PCBFX	Principal Strategic Asset Management Conservative Balanced Fund R-5 Class	Retirement, Large	Open			Jan 16, 2007	$25.95M	0.970%	High	$0	−$3.39M
PCBJX	Principal Strategic Asset Management Conservative Balanced Fund Class J	Retirement, Medium	Open			Jan 16, 2007	$1.03B	0.870%	Average	$1,000	−$60.93M
PCBPX	Principal Strategic Asset Management Conservative Balanced Fund R-3 Class	Retirement, Medium	Open			Jan 16, 2007	$11.50M	1.280%	Above Average	$0	−$1.34M

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