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Principal Fds, Inc. Strategic Asset Mgmt Conserv Gwth Ptf Cl J: (MF: PCGJX)

(NASDAQ Mutual Funds) As of Jun 15, 2026 06:03 PM ET

$19.92 USD

+0.22 (1.12%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.27 35
3 months 4.54 37
6 months 9.84 37
1 Year 22.53 37
3 Year 17.85 28
5 Year 8.48 29
10 Year 10.42 24

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.80
Bull Market (2/09 - 3/21) 573.12

Load Adjusted Returns as of May 31, 2026

1 Year 13.96
5 Year 7.49
10 Year 9.52
Since Inception 6.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.16 NA NA NA
2025 -0.94 7.67 5.93 2.09
2024 7.33 1.48 6.19 -0.58
2023 5.07 5.62 -3.25 11.00
2022 -6.26 -13.64 -5.93 7.67
2021 4.79 7.16 -1.50 6.12

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.2715.3615.0019.17-18.0117.3812.6923.82-6.8319.506.62
% Total Return Rel to Index 0.37-2.85-10.02-7.060.18-11.29-5.70-7.66-2.44-2.29-5.31
% Total Return Rel to Peer 0.980.855.086.01-5.045.882.006.62-0.346.040.35
% Perf Quintile vs Peer* 2.003.001.002.004.001.003.002.003.002.003.00
% Dividends 0.000.330.290.240.190.280.280.280.290.330.22
% Yield 0.001.631.641.731.241.351.481.611.821.781.35
Capital Gains ($) 0.002.311.130.001.621.440.400.451.821.230.35
Expense Ratio 0.000.450.430.450.450.450.450.450.440.450.51

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