PSGFX Mutual Fund

PSGFX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class R-5) is managed by Principal Funds with $34.3M in net assets. PSGFX expense ratio is 1.06%, holding 21 positions across various sectors. Inception date: 2007-01-16.

PSGFX performance shows a YTD return of 10.50%. The 1-year return is 13.62% and the 5-year return is 8.77%. PSGFX dividend yield stands at 1.19%.

PSGFX top holdings include Principal U.S. Mega-Cap Etf (16.3%), Principal Capital Appreciation Sel Etf (13.1%), Principal Equity Income Inst (11.8%), Global Emerging Markets Fund (10.1%), Overseas Fund (8.5%). Go to all PSGFX holdings, PSGFX sectors, or PSGFX dividends.

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