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Principal Fds, Inc. Strategic Asset Mgmt Conservative Gwth Ptf Cl R-3: (MF: PCGPX)

(NASDAQ Mutual Funds) As of Feb 12, 2026 06:10 PM ET

$18.71 USD

-0.19 (-1.01%)

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 2.43 41
3 months 3.66 40
6 months 9.55 44
1 Year 13.97 52
3 Year 14.59 28
5 Year 9.02 31
10 Year 10.03 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.75
Bull Market (2/09 - 3/21) 500.31

Load Adjusted Returns as of Jan 31, 2026

1 Year 14.91
5 Year 8.31
10 Year 9.25
Since Inception 6.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.99 7.56 5.78 2.00
2024 7.21 1.43 6.08 -0.70
2023 4.92 5.55 -3.38 10.87
2022 -6.31 -13.76 -6.00 7.59
2021 4.67 7.01 -1.60 6.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.4214.9114.5518.65-18.2916.8512.2723.36-7.2419.026.25
% Total Return Rel to Index 0.00-3.30-10.47-7.59-0.09-11.82-6.12-8.12-2.85-2.77-5.68
% Total Return Rel to Peer 0.000.404.635.49-5.325.341.586.17-0.755.56-0.02
% Perf Quintile vs Peer* 0.000.000.002.005.002.003.002.004.002.003.00
% Dividends 0.000.260.220.170.120.200.210.200.230.260.14
% Yield NA1.291.181.370.760.961.111.181.441.390.87
Capital Gains ($) 0.002.311.130.001.621.440.400.451.821.230.35
Expense Ratio 0.000.850.850.850.850.840.850.850.850.850.88

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