PCWPX Mutual Fund

PCWPX Mutual Fund (Principal Strategic Asset Management Conservative Growth Portfolio Class R-5) is managed by Principal Funds with $30.8M in net assets. PCWPX expense ratio is 1.03%, holding 27 positions across various sectors. Inception date: 2007-01-16.

PCWPX performance shows a YTD return of 8.82%. The 1-year return is 11.63% and the 5-year return is 7.97%. PCWPX dividend yield stands at 1.56%.

PCWPX 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 PCWPX holdings, PCWPX sectors, or PCWPX dividends.

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