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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.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.34
Bull Market (2/09 - 3/21) 616.54

Load Adjusted Returns as of Sep 30, 2026

1 Year 11.96
5 Year 8.70
10 Year 10.19
Since Inception 7.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.07 10.98 -0.09 NA
2025 -0.92 7.72 5.99 2.07
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.6815.4715.1619.34-17.8617.5812.8723.99-6.7219.686.87
% Total Return Rel to Index -3.06-2.74-9.85-6.900.33-11.09-5.52-7.50-2.32-2.11-5.05
% Total Return Rel to Peer 2.370.965.246.18-4.906.072.186.79-0.226.220.60
% Perf Quintile vs Peer* 2.003.001.001.004.001.003.002.003.002.003.00
% Dividends 0.000.360.310.270.220.310.300.300.310.360.25
% Yield 1.531.661.541.781.321.421.541.671.891.841.47
Capital Gains ($) 0.002.311.130.001.621.440.400.451.821.230.35
Expense Ratio 0.300.300.300.300.290.290.300.300.290.280.32

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