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Principal Fds, Inc. Strategic Asset Mgmt Strateg Gwth Ptf Cl J: (MF: PSWJX)
(NASDAQ Mutual Funds) As of Jan 12, 2026 06:01 PM ET
$22.29 USD
+0.07 (0.32%)
Zacks MF Rank
2-Buy of 5 2
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SAM Strat Gr J | PSWJX | NA | NA | 1.00 | 0.15 | 0.28 | 0.46 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SAM Strat Gr A | SACAX | 25.97 | 7/24/1996 | 0.78 | 11.49 | 16.01 | 10.68 |
| Principal SAM Strat Gr C | SWHCX | 21.96 | 2/28/2002 | 0.27 | 10.56 | 15.05 | 9.79 |
| Principal SAM Strat Gr R5 | PSGFX | 24.57 | 1/18/2007 | 0.91 | 11.53 | 16.08 | 10.75 |
| Principal SAM Strat Gr R3 | PSGPX | 24.39 | 1/18/2007 | 0.60 | 11.19 | 15.72 | 10.41 |
| Principal SAM Strat Gr Inst | PSWIX | 25.03 | 1/18/2007 | 1.06 | 11.81 | 16.36 | 11.02 |
| Principal SAM Strat Gr J | PSWJX | 22.29 | 1/18/2007 | 0.97 | 11.63 | 16.17 | 10.85 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal SAM Strat Gr J | PSWJX | 1000 | 100 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |