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

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:59 PM ET

$20.30 USD

-0.06 (-0.29%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 9.68 30
3 months -0.09 26
6 months 10.87 34
1 Year 11.96 35
3 Year 17.43 27
5 Year 8.70 27
10 Year 10.19 22

* Annual for three years and beyond.

Zacks Premium Research for PCWIX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

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Portfolio Statistics

% Unrealized Gain 26.49
% Yield 1.59
% SEC Yield NA
Net Assets (Mil $) 9/30/2026 501.13
% Turnover 9/30/2026 35.20

Risk

3 Year 5 Year 10 Year
Beta 0.78 0.82 0.81
Alpha -1.34 -3.17 -2.53
R Squared 0.87 0.93 0.94
Std. Dev. 9.75 12.95 12.72
Sharpe 1.22 0.38 2.00

Sector / Country Weightings

As of 9/30/2026 % of Portfolio
Finance 98.87
Other 1.13

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2026)		 % of Portfolio Value (Mil$)
PRINCIPAL US MEGA CAP ETF 15.65 553.26
PRINCIPAL CAP APP SELECT 11.41 403.46
PRINCIPAL OVERSEAS FUND 7.55 266.78
PRINCIPAL EQUITY INCOME F 7.35 259.68
PRINCIPAL INTL EMERG MKTS 6.92 244.54
PRINCIPAL INTL EQUITY ETF 6.12 216.38
PRINCIPAL LARGECAP VAL II 5.49 193.94
PRINCIPAL US SMALL CAP ET 5.06 178.86
PRINCIPAL LARGECAP S&P 50 4.99 176.31

Stock Holding % of Net Assets

As Of 7/31/2026
Total Issues 26
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Composition

% of Portfolio
Stocks 0.00
Foreign Stocks 0.00
Cash 1.15
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 98.85
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 13.23
Large Value 21.98
Small Growth 5.18
Small Value 2.60
Foreign Stock 23.04
Emerging Market 15.69
Precious Metal 0.00
Intermediate Bond 15.00
Foreign Bond 0.00
High Yield Bond 0.00