PSWIX Mutual Fund
PSWIX Mutual Fund
PSWIX Mutual Fund
Principal Strategic Asset Management Strategic Growth Portfolio Institutional Class
PSWIX Mutual Fund Overview
PSWIX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Institutional Class) is managed by Principal Funds with $441.6M in net assets. PSWIX expense ratio is 0.82%, holding 21 positions across various sectors. Inception date: 2007-01-16.
PSWIX performance shows a YTD return of 10.67%. The 1-year return is 13.83% and the 5-year return is 9.26%. PSWIX dividend yield stands at 1.37%.
PSWIX 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 PSWIX holdings, PSWIX sectors, or PSWIX dividends.
PSWIX can be compared against other funds. Use PSWIX overlap to find shared positions, or PSWIX vs another fund for a side-by-side view. PSWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.