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Nasdaq - Delayed Quote USD

Principal Strategic Asset Management Conservative Growth Portfolio (PCWSX)

20.27
+0.09
+(0.45%)
At close: November 22 at 8:00:55 PM EST
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  • Previous Close 20.18
  • YTD Return 13.57%
  • Expense Ratio 1.19%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.34B
  • Beta (5Y Monthly) 1.18
  • Yield 1.07%
  • 5y Average Return --
  • Holdings Turnover 25.60%
  • Last Dividend 0.21
  • 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

3.34B

Net Assets

2007-01-16

Inception Date

More about Principal Strategic Asset Management Conservative Growth Portfolio

Performance Overview: PCWSX

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Trailing returns as of 11/21/2024. Category is Allocation--70% to 85% Equity.

YTD Return

PCWSX
13.57%
Category
11.35%
 

1-Year Return

PCWSX
29.03%
Category
32.83%
 

3-Year Return

PCWSX
3.87%
Category
11.75%
 

5-Year Return

PCWSX
8.76%
Category
11.53%
 

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Holdings: PCWSX

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Sector Weightings

SectorPCWSX
Technology   19.72%
Financial Services   18.89%
Healthcare   10.98%
Consumer Cyclical   10.53%
Industrials   10.36%
Communication Services   7.47%
Consumer Defensive   5.64%
Real Estate   5.12%
Energy   4.30%
Basic Materials   3.62%
Utilities   3.37%
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Recent News: PCWSX

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Research Reports: PCWSX

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