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Nasdaq - Delayed Quote USD

Principal SAM Strategic Growth Inst (PSWIX)

20.89
+0.04
+(0.19%)
At close: April 25 at 8:02:00 PM EDT
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  • Previous Close 20.85
  • YTD Return -1.21%
  • Expense Ratio 0.83%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.2B
  • Beta (5Y Monthly) 1.29
  • Yield 1.24%
  • 5y Average Return --
  • Holdings Turnover 18.20%
  • Last Dividend 0.28
  • Inception Date Jan 16, 2007

The Portfolios operate as funds of funds. It generally invests: between 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund; less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund; such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.

Principal Funds

Fund Family

Allocation--85%+ Equity

Fund Category

2.2B

Net Assets

2007-01-16

Inception Date

More about Principal SAM Strategic Growth Inst

Performance Overview: PSWIX

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

YTD Return

PSWIX
1.21%
Category
13.38%
 

1-Year Return

PSWIX
6.48%
Category
40.77%
 

3-Year Return

PSWIX
7.05%
Category
13.59%
 

5-Year Return

PSWIX
15.19%
Category
13.52%
 

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Holdings: PSWIX

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Sector Weightings

SectorPSWIX
Technology   19.97%
Financial Services   19.74%
Consumer Cyclical   10.61%
Healthcare   10.28%
Industrials   10.19%
Communication Services   7.49%
Consumer Defensive   5.61%
Real Estate   4.70%
Energy   4.66%
Basic Materials   3.81%
Utilities   2.95%
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Recent News: PSWIX

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Research Reports: PSWIX

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