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Principal Fds, Inc. Strategic Asset Mgmt Conserv Gwth Ptf Insti Cl: (MF: PCWIX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 05:52 PM ET
$19.02 USD
+0.01 (0.05%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.47 | 44 |
| 3 months | 2.07 | 58 |
| 6 months | 8.19 | 37 |
| 1 Year | 15.48 | 44 |
| 3 Year | 16.64 | 25 |
| 5 Year | 8.92 | 24 |
| 10 Year | 9.85 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.34 |
| Bull Market (2/09 - 3/21) | 541.34 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 15.47 |
| 5 Year | 8.91 |
| 10 Year | 9.85 |
| Since Inception | 7.50 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.92 | 7.72 | 5.99 | 2.07 |
| 2024 | 7.35 | 1.51 | 6.27 | -0.56 |
| 2023 | 5.10 | 5.70 | -3.24 | 11.02 |
| 2022 | -6.25 | -13.61 | -5.82 | 7.69 |
| 2021 | 4.87 | 7.15 | -1.43 | 6.15 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.47 | 15.16 | 19.34 | -17.86 | 17.58 | 12.87 | 23.99 | -6.72 | 19.68 | 6.87 |
| % Total Return Rel to Index | -2.74 | -9.85 | -6.90 | 0.33 | -11.09 | -5.52 | -7.50 | -2.32 | -2.11 | -5.05 |
| % Total Return Rel to Peer | 0.96 | 5.24 | 6.18 | -4.90 | 6.07 | 2.18 | 6.79 | -0.22 | 6.22 | 0.60 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 3.00 | 2.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.36 | 0.31 | 0.27 | 0.22 | 0.31 | 0.30 | 0.30 | 0.31 | 0.36 | 0.25 |
| % Yield | 1.66 | 1.54 | 1.64 | 1.32 | 1.42 | 1.54 | 1.67 | 1.89 | 1.84 | 1.47 |
| Capital Gains ($) | 2.31 | 1.13 | 0.00 | 1.62 | 1.44 | 0.40 | 0.45 | 1.82 | 1.23 | 0.35 |
| Expense Ratio | 0.30 | 0.30 | 0.30 | 0.29 | 0.29 | 0.30 | 0.30 | 0.29 | 0.28 | 0.32 |
* 1 = Top 20%, 5 = Bottom 20%