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Principal Fds, Inc. Strategic Asset Mgmt Convervative Gwth Ptf Cl R-5: (MF: PCWPX)

(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET

$19.50 USD

+0.06 (0.31%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 6.63 55
3 months 7.63 41
6 months 6.63 55
1 Year 12.52 32
3 Year 13.87 26
5 Year 10.95 27
10 Year 8.38 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.50
Bull Market (2/09 - 3/21) 469.30

Load Adjusted Returns as of Jun 30, 2025

1 Year 12.52
5 Year 10.95
10 Year 8.38
Since Inception 6.98

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.93 7.63 NA NA
2024 7.30 1.47 6.17 -0.61
2023 5.01 5.68 -3.34 10.97
2022 -6.25 -13.66 -5.93 7.61
2021 4.79 7.09 -1.53 6.09
2020 -19.09 16.00 6.68 12.49

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.6314.9019.04-18.0617.2412.6323.69-6.9719.376.61-1.50
% Total Return Rel to Index 0.42-10.12-7.200.13-11.44-5.77-7.79-2.58-2.42-5.32-2.89
% Total Return Rel to Peer -0.014.985.88-5.105.731.946.49-0.475.910.340.85
% Perf Quintile vs Peer* 0.000.002.004.001.003.002.003.002.003.003.00
% Dividends 0.000.270.230.180.270.260.260.270.300.210.13
% Yield 0.001.361.451.081.241.321.451.621.571.270.73
Capital Gains ($) 0.001.130.001.621.440.400.451.821.230.351.63
Expense Ratio 0.000.540.540.540.530.540.540.540.540.570.57

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