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Principal Fds, Inc. Strategic Asset Mgmt Str Gwth Ptf Insti Cl: (MF: PSWIX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$23.37 USD
+0.13 (0.56%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.51 | 42 |
| 3 months | 8.83 | 27 |
| 6 months | 7.51 | 42 |
| 1 Year | 13.85 | 19 |
| 3 Year | 16.14 | 5 |
| 5 Year | 13.08 | 3 |
| 10 Year | 9.57 | 4 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.18 |
| Bull Market (2/09 - 3/21) | 602.61 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.85 |
| 5 Year | 13.08 |
| 10 Year | 9.58 |
| Since Inception | 7.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.21 | 8.83 | NA | NA |
| 2024 | 8.45 | 1.77 | 6.37 | -0.45 |
| 2023 | 5.77 | 6.72 | -3.39 | 11.68 |
| 2022 | -6.90 | -14.82 | -6.04 | 8.93 |
| 2021 | 5.64 | 7.92 | -1.30 | 6.44 |
| 2020 | -22.11 | 19.32 | 8.06 | 14.98 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.51 | 16.88 | 21.79 | -18.83 | 19.78 | 15.48 | 27.32 | -8.65 | 22.17 | 6.08 | -1.78 |
| % Total Return Rel to Index | 1.31 | -8.13 | -4.45 | -0.63 | -8.89 | -2.91 | -4.16 | -4.26 | 0.38 | -5.85 | -3.17 |
| % Total Return Rel to Peer | 0.87 | 6.96 | 8.63 | -5.87 | 8.28 | 4.79 | 10.12 | -2.15 | 8.71 | -0.19 | 0.57 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.27 | 0.23 | 0.18 | 0.40 | 0.28 | 0.31 | 0.39 | 0.40 | 0.25 | 0.24 |
| % Yield | 0.00 | 1.17 | 1.27 | 1.00 | 1.65 | 1.32 | 1.59 | 2.12 | 1.86 | 1.36 | 1.18 |
| Capital Gains ($) | 0.00 | 1.38 | 0.06 | 1.46 | 1.40 | 0.61 | 0.59 | 2.89 | 1.07 | 0.48 | 2.32 |
| Expense Ratio | 0.00 | 0.30 | 0.30 | 0.29 | 0.29 | 0.30 | 0.30 | 0.29 | 0.29 | 0.32 | 0.31 |
* 1 = Top 20%, 5 = Bottom 20%