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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

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 16.04 35
3 months 4.32 41
6 months 12.40 28
1 Year 11.63 44
3 Year 16.17 12
5 Year 10.85 7
10 Year 10.44 7

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.60
Bull Market (2/09 - 3/21) 627.84

Load Adjusted Returns as of Nov 30, 2025

1 Year 12.52
5 Year 12.53
10 Year 10.94
Since Inception 7.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.23 8.81 6.28 NA
2024 8.45 1.71 6.35 -0.50
2023 5.74 6.66 -3.45 11.62
2022 -6.91 -14.86 -6.03 8.83
2021 5.62 7.89 -1.36 6.39
2020 -22.13 19.23 8.06 14.87

Annual Return

20252024202320222021202020192018201720162015
% Total Return 16.0416.7321.56-18.9519.5915.2527.15-8.8322.035.87-2.10
% Total Return Rel to Index -1.46-8.29-4.68-0.75-9.08-3.14-4.33-4.440.23-6.06-3.49
% Total Return Rel to Peer 2.246.818.40-5.998.094.579.95-2.338.57-0.400.25
% Perf Quintile vs Peer* 0.000.001.005.001.002.001.005.001.004.004.00
% Dividends 0.000.250.200.150.370.250.280.360.370.220.19
% Yield 0.001.071.160.851.531.211.461.991.731.190.95
Capital Gains ($) 0.001.380.061.461.400.610.592.891.070.482.32
Expense Ratio 0.460.440.470.470.460.460.470.450.470.530.60

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