PCWIX Mutual Fund

PCWIX Mutual Fund (Principal Strategic Asset Management Conservative Growth Portfolio Institutional Class) is managed by Principal Funds with $501.2M in net assets. PCWIX expense ratio is 0.79%, holding 27 positions across various sectors. Inception date: 2007-01-16.

PCWIX performance shows a YTD return of 9.04%. The 1-year return is 11.92% and the 5-year return is 8.22%. PCWIX dividend yield stands at 1.77%.

PCWIX top holdings include Principal U.S. Mega-Cap Etf (15.6%), Principal Capital Appreciation Sel Etf (11.4%), Overseas Fund (7.5%), Principal Equity Income Inst (7.3%), Global Emerging Markets Fund (6.9%). Go to all PCWIX holdings, PCWIX sectors, or PCWIX dividends.

PCWIX can be compared against other funds. Use PCWIX overlap to find shared positions, or PCWIX vs another fund for a side-by-side view. PCWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.