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Principal Strategic Asset Management Conservative Growth Portfolio (PCWIX)

18.06
+0.04
+(0.22%)
At close: 8:06:58 AM EDT
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  • Previous Close 18.02
  • YTD Return -0.92%
  • Expense Ratio 0.80%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.12B
  • Beta (5Y Monthly) 1.18
  • Yield 1.61%
  • 5y Average Return --
  • Holdings Turnover 18.30%
  • Last Dividend 0.31
  • Inception Date Jan 16, 2007

The fund operates 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.

Principal Funds

Fund Family

Allocation--70% to 85% Equity

Fund Category

3.12B

Net Assets

2007-01-16

Inception Date

More about Principal Strategic Asset Management Conservative Growth Portfolio

Performance Overview: PCWIX

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Trailing returns as of 4/24/2025. Category is Allocation--70% to 85% Equity.

YTD Return

PCWIX
0.92%
Category
11.35%
 

1-Year Return

PCWIX
6.29%
Category
32.83%
 

3-Year Return

PCWIX
6.08%
Category
11.75%
 

5-Year Return

PCWIX
12.90%
Category
11.53%
 

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Holdings: PCWIX

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Sector Weightings

SectorPCWIX
Technology   19.98%
Financial Services   19.74%
Consumer Cyclical   10.61%
Healthcare   10.26%
Industrials   9.96%
Communication Services   7.52%
Consumer Defensive   5.44%
Real Estate   5.31%
Energy   4.54%
Basic Materials   3.66%
Utilities   2.97%
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Recent News: PCWIX

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Research Reports: PCWIX

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