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Principal Fds, Inc. Strategic Asset Mgmt Strategic Gwth Ptf Cl A: (MF: SACAX)

(NASDAQ Mutual Funds) As of Feb 26, 2026 06:01 PM ET

$24.36 USD

-0.05 (-0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.81 25
3 months 4.12 27
6 months 10.41 34
1 Year 15.42 41
3 Year 16.57 14
5 Year 10.56 10
10 Year 11.47 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 119.72
Bear Market (10/07 - 2/09) -50.47
Bull Market (2/09 - 3/21) 640.32

Load Adjusted Returns as of Jan 31, 2026

1 Year 10.43
5 Year 8.58
10 Year 9.96
Since Inception 8.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.30 8.77 6.26 2.11
2024 8.39 1.66 6.28 -0.50
2023 5.67 6.64 -3.48 11.59
2022 -6.97 -14.90 -6.07 8.82
2021 5.56 7.82 -1.39 6.39

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8016.5016.5221.40-19.0819.4115.1426.85-8.9321.745.74
% Total Return Rel to Index 0.00-1.71-8.49-4.84-0.88-9.26-3.26-4.63-4.54-0.05-6.19
% Total Return Rel to Peer 0.001.996.618.24-6.117.914.459.65-2.448.28-0.53
% Perf Quintile vs Peer* 0.000.000.001.005.001.002.001.005.001.004.00
% Dividends 0.000.270.210.170.120.330.220.250.330.340.19
% Yield NA1.000.851.120.641.301.011.221.721.500.96
Capital Gains ($) 0.002.511.380.061.461.400.610.592.891.070.48
Expense Ratio 0.000.590.600.630.610.600.620.640.630.630.69

* 1 = Top 20%, 5 = Bottom 20%