Back to top
Principal Fds, Inc. Strategic Asset Mgmt Conserv Gwth Ptf Insti Cl: (MF: PCWIX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$19.73 USD
-0.09 (-0.45%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.72 | 54 |
| 3 months | 7.72 | 41 |
| 6 months | 6.72 | 54 |
| 1 Year | 12.78 | 29 |
| 3 Year | 14.16 | 24 |
| 5 Year | 11.22 | 23 |
| 10 Year | 8.65 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.34 |
| Bull Market (2/09 - 3/21) | 492.76 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 12.78 |
| 5 Year | 11.22 |
| 10 Year | 8.65 |
| Since Inception | 7.25 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.92 | 7.72 | NA | NA |
| 2024 | 7.35 | 1.51 | 6.27 | -0.56 |
| 2023 | 5.10 | 5.70 | -3.24 | 11.02 |
| 2022 | -6.25 | -13.61 | -5.82 | 7.69 |
| 2021 | 4.87 | 7.15 | -1.43 | 6.15 |
| 2020 | -19.04 | 16.04 | 6.75 | 12.54 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.72 | 15.16 | 19.34 | -17.86 | 17.58 | 12.87 | 23.99 | -6.72 | 19.68 | 6.87 | -1.28 |
| % Total Return Rel to Index | 0.52 | -9.85 | -6.90 | 0.33 | -11.09 | -5.52 | -7.50 | -2.32 | -2.11 | -5.05 | -2.67 |
| % Total Return Rel to Peer | 0.08 | 5.24 | 6.18 | -4.90 | 6.07 | 2.18 | 6.79 | -0.22 | 6.22 | 0.60 | 1.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 3.00 | 2.00 | 3.00 | 1.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.31 | 0.27 | 0.22 | 0.31 | 0.30 | 0.30 | 0.31 | 0.36 | 0.25 | 0.20 |
| % Yield | 0.00 | 1.54 | 1.64 | 1.32 | 1.42 | 1.54 | 1.67 | 1.89 | 1.84 | 1.47 | 1.11 |
| Capital Gains ($) | 0.00 | 1.13 | 0.00 | 1.62 | 1.44 | 0.40 | 0.45 | 1.82 | 1.23 | 0.35 | 1.63 |
| Expense Ratio | 0.00 | 0.30 | 0.30 | 0.29 | 0.29 | 0.30 | 0.30 | 0.29 | 0.28 | 0.32 | 0.31 |
* 1 = Top 20%, 5 = Bottom 20%