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

(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET

$22.08 USD

+0.17 (0.78%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2025

Total Return %* Percentile Rank Objective
YTD 3.17 65
3 months 0.27 79
6 months -0.74 85
1 Year 10.80 20
3 Year 11.18 6
5 Year 12.48 4
10 Year 8.71 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.34
Bull Market (2/09 - 3/21) 552.35

Load Adjusted Returns as of May 31, 2025

1 Year 6.16
5 Year 14.89
10 Year 8.38
Since Inception 7.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.28 NA NA NA
2024 8.42 1.70 6.28 -0.51
2023 5.72 6.63 -3.44 11.57
2022 -6.94 -14.87 -6.07 8.84
2021 5.61 7.87 -1.40 6.40
2020 -22.12 19.17 8.04 14.86

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.1716.6021.46-19.0019.5215.1826.98-8.8721.895.82-2.02
% Total Return Rel to Index 2.11-8.42-4.78-0.80-9.16-3.21-4.50-4.480.10-6.11-3.41
% Total Return Rel to Peer -0.196.688.30-6.038.014.499.78-2.388.43-0.440.33
% Perf Quintile vs Peer* 0.000.001.005.001.002.001.005.001.004.004.00
% Dividends 0.000.230.190.140.350.240.270.350.350.210.17
% Yield 0.001.011.090.771.471.141.401.911.611.150.87
Capital Gains ($) 0.001.380.061.461.400.610.592.891.070.482.32
Expense Ratio 0.000.540.540.540.530.540.540.540.540.570.57

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