SWHCX Mutual Fund
SWHCX Mutual Fund
SWHCX Mutual Fund
Principal Strategic Asset Management Strategic Growth Portfolio Class C
SWHCX Mutual Fund Overview
SWHCX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class C) is managed by Principal Funds with $66.2M in net assets. SWHCX expense ratio is 1.90%, holding 21 positions across various sectors. Inception date: 2002-03-01.
SWHCX performance shows a YTD return of 9.79%. The 1-year return is 12.61% and the 5-year return is 8.12%. SWHCX dividend yield stands at 0.64%.
SWHCX 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 SWHCX holdings, SWHCX sectors, or SWHCX dividends.
SWHCX can be compared against other funds. Use SWHCX overlap to find shared positions, or SWHCX vs another fund for a side-by-side view. SWHCX alternatives are available via the screener, along with tax-loss harvesting opportunities.