SWHCX Mutual Fund

SWHCX Mutual Fund

NAV$21.54
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Showing the top 10 of 21 holdings · as of Aug 31, 2026
Top 10 weight
86.58%
SWHCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
USMC
Principal U.S. Mega-Cap Etf
16.28%		16.3%5,703,800$434.74M
2—Principal Capital Appreciation Sel Etf
13.05%		29.3%10,385,000$348.42M
3
PEIIX
Principal Equity Income Inst
11.75%		41.1%6,791,321$313.62M
4
PIIMX
Global Emerging Markets Fund
10.11%		51.2%6,591,861$270.07M
5
PINZX
Overseas Fund
8.53%		59.7%16,609,525$227.88M
6
PIEQ
Principal International Equity Etf
6.17%		65.9%4,449,130$164.66M
7
PSC
Principal U.S. Small-Cap Etf
6.00%		71.9%2,325,500$160.30M
8
PLVIX
Largecap Value Fund Iii
5.59%		77.5%7,303,196$149.20M
9
PLFIX
Largecap S&p 500 Index Fund
5.26%		82.7%3,840,598$140.57M
10
PFIEX
International Equity Index Fund
3.84%		86.6%6,474,177$102.49M
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SWHCX Mutual Fund Top Holdings

SWHCX holdings top 10 positions. The top 10 holdings account for 86.6% of the fund, led by Principal U.S. Mega-Cap Etf at 16.3%, Principal Capital Appreciation Sel Etf at 13.1%, Principal Equity Income Inst at 11.8%.

SWHCX portfolio concentration is relatively high, with the top 10 representing 86.6% of total assets.

SWHCX sectors provide a detailed breakdown. SWHCX overlap shows how holdings compare to other funds in your portfolio.