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Principal SAM Strategic Growth Inst PSWIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 22.07  /  −0.63 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.08%
  • Turnover 27%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PSWIX

Will PSWIX outperform in future?

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

Principal SAM Strategic Growth Inst's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings PSWIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 85.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Principal US Mega-Cap ETF

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Principal Blue Chip R6

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Principal Equity Income Inst

11.88 265.3 Mil

Principal Large Cap Value III Inst

8.63 192.7 Mil

Principal LargeCap Growth I R6

5.23 116.8 Mil

Principal Diversified International R6

5.01 111.9 Mil

Principal Overseas Instl

4.95 110.5 Mil

Principal US Small Cap ETF

4.09 91.4 Mil

Principal Diversified Real Asset R6

3.59 80.1 Mil