Morningstar

Principal Strategic Asset Management Strategic Growth Fund Institutional Class PSWIX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 24.42  /  −0.77 %
  • Total Assets 2.6B
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.300%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.25%
  • Turnover 45%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:12 AM GMT+0

Morningstar’s Analysis PSWIX

Will PSWIX 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 PSWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSWIX 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 PSWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SAM Strategic 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
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Portfolio Holdings PSWIX

More PSWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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