PSWJX Mutual Fund
PSWJX Mutual Fund
PSWJX Mutual Fund
Principal Strategic Asset Management Strategic Growth Portfolio Class J
PSWJX Mutual Fund Overview
PSWJX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class J) is managed by Principal Funds with $633.8M in net assets. PSWJX expense ratio is 0.98%, holding 21 positions across various sectors. Inception date: 2007-01-16.
PSWJX performance shows a YTD return of 10.59%. The 1-year return is 13.70% and the 5-year return is 9.15%. PSWJX dividend yield stands at 1.27%.
PSWJX 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 PSWJX holdings, PSWJX sectors, or PSWJX dividends.
PSWJX can be compared against other funds. Use PSWJX overlap to find shared positions, or PSWJX vs another fund for a side-by-side view. PSWJX alternatives are available via the screener, along with tax-loss harvesting opportunities.