Morningstar

Principal Strategic Asset Management Conservative Growth Fund Institutional Class PCWIX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 20.42  /  +0.29 %
  • Total Assets 3.5B
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.300%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.59%
  • Turnover 42%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 10:48 PM GMT+0

Morningstar’s Analysis PCWIX

Will PCWIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SAM Conservative Growth Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PCWIX

More PCWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal US Mega-Cap ETF

15.55 554M
—

Principal Capital Appreciation Inst

11.78 420M
—

Principal Glb Emerging Markets R6

7.43 265M
—

Principal Overseas Instl

7.33 261M
—

Principal Equity Income Inst

7.16 255M
—

Principal International Equity ETF

6.32 225M
—

Principal US Small Cap ETF

5.40 193M
—

Principal Large Cap Value III Inst

5.30 189M
—

Principal Large Cap S&P 500 Index Inst

5.23 186M
—

Principal Core Fixed Income R6

4.10 146M
—

Sponsor Center