Nasdaq - Delayed Quote USD

Principal Strategic Asset Management Conservative Growth Portfolio (PCWPX)

18.59
0.00
(0.00%)
At close: 8:01:56 PM EDT
Loading Chart for PCWPX
  • Previous Close 18.59
  • YTD Return -1.26%
  • Expense Ratio 1.04%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.08B
  • Beta (5Y Monthly) 1.16
  • Yield 1.43%
  • 5y Average Return --
  • Holdings Turnover 18.30%
  • Last Dividend 0.27
  • 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

3.08B

Net Assets

2007-01-16

Inception Date

Performance Overview: PCWPX

View More

Trailing returns as of 5/21/2025. Category is Allocation--70% to 85% Equity.

YTD Return

PCWPX
1.26%
Category
11.35%
 

1-Year Return

PCWPX
9.62%
Category
32.83%
 

3-Year Return

PCWPX
8.49%
Category
11.75%
 

5-Year Return

PCWPX
10.54%
Category
11.53%
 

People Also Watch

Holdings: PCWPX

View More

Sector Weightings

SectorPCWPX
Technology   19.98%
Healthcare   10.59%
Industrials   9.95%
Real Estate   5.22%
Energy   4.47%
Utilities   3.04%

Recent News: PCWPX

View More

Research Reports: PCWPX

View More

Top Mutual Funds

Waiting for permission
Allow microphone access to enable voice search

Try again.