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Principal Fds, Inc. Strategic Asset Mgmt Strategic Gwth Ptf Cl R-3: (MF: PSGPX)

(NASDAQ Mutual Funds) As of Jan 12, 2026 06:01 PM ET

$22.24 USD

+0.07 (0.32%)

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 Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 15.58 38
3 months 4.16 44
6 months 12.15 30
1 Year 11.19 47
3 Year 15.72 17
5 Year 10.41 13
10 Year 9.96 14

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.54
Bull Market (2/09 - 3/21) 588.42

Load Adjusted Returns as of Nov 30, 2025

1 Year 13.21
5 Year 12.09
10 Year 10.45
Since Inception 7.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.38 8.74 6.17 NA
2024 8.30 1.62 6.23 -0.57
2023 5.63 6.56 -3.51 11.52
2022 -7.01 -14.94 -6.16 8.77
2021 5.52 7.76 -1.45 6.31
2020 -22.21 19.12 7.96 14.77

Annual Return

20252024202320222021202020192018201720162015
% Total Return 15.5716.2521.11-19.2719.1314.8426.62-9.1721.555.44-2.79
% Total Return Rel to Index -1.92-8.76-5.13-1.07-9.54-3.56-4.86-4.78-0.24-6.48-4.18
% Total Return Rel to Peer 1.786.337.95-6.307.624.159.42-2.678.09-0.82-0.44
% Perf Quintile vs Peer* 0.000.001.005.001.002.001.005.001.004.004.00
% Dividends 0.000.150.130.080.290.160.210.290.290.130.14
% Yield 0.000.660.710.491.230.751.091.631.330.740.70
Capital Gains ($) 0.001.380.061.461.400.610.592.891.070.482.23
Expense Ratio 0.850.850.850.850.840.850.850.850.850.880.88

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