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

(NASDAQ Mutual Funds) As of Mar 18, 2026 06:14 PM ET

$18.31 USD

-0.23 (-1.24%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.51 32
3 months 5.03 37
6 months 9.42 39
1 Year 17.25 46
3 Year 16.92 25
5 Year 9.19 26
10 Year 10.65 25

* 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) 530.42

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.25
5 Year 8.65
10 Year 9.58
Since Inception 7.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.93 7.63 5.91 2.06
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.5115.2514.9019.04-18.0617.2412.6323.69-6.9719.376.61
% Total Return Rel to Index 0.99-2.96-10.12-7.200.13-11.44-5.77-7.79-2.58-2.42-5.32
% Total Return Rel to Peer 0.190.754.985.88-5.105.731.946.49-0.475.910.34
% Perf Quintile vs Peer* 3.003.000.002.004.001.003.002.003.002.003.00
% Dividends 0.000.310.270.230.180.270.260.260.270.300.21
% Yield 0.001.461.361.551.081.241.321.451.621.571.27
Capital Gains ($) 0.002.311.130.001.621.440.400.451.821.230.35
Expense Ratio 0.000.540.540.540.540.530.540.540.540.540.57

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