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Principal Fds, Inc. Strategic Asset Mgmt Strateg Gwth Ptf Cl J: (MF: PSWJX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 06:12 PM ET
$22.42 USD
+0.13 (0.58%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.66 | 36 |
| 3 months | 2.13 | 55 |
| 6 months | 8.55 | 33 |
| 1 Year | 16.67 | 36 |
| 3 Year | 18.30 | 12 |
| 5 Year | 9.92 | 9 |
| 10 Year | 10.72 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.60 |
| Bull Market (2/09 - 3/21) | 631.77 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 15.49 |
| 5 Year | 9.91 |
| 10 Year | 10.72 |
| Since Inception | 7.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.23 | 8.81 | 6.28 | 2.13 |
| 2024 | 8.45 | 1.71 | 6.35 | -0.50 |
| 2023 | 5.74 | 6.66 | -3.45 | 11.62 |
| 2022 | -6.91 | -14.86 | -6.03 | 8.83 |
| 2021 | 5.62 | 7.89 | -1.36 | 6.39 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.66 | 16.73 | 21.56 | -18.95 | 19.59 | 15.25 | 27.15 | -8.83 | 22.03 | 5.87 |
| % Total Return Rel to Index | -1.55 | -8.29 | -4.68 | -0.75 | -9.08 | -3.14 | -4.33 | -4.44 | 0.23 | -6.06 |
| % Total Return Rel to Peer | 2.15 | 6.81 | 8.40 | -5.99 | 8.09 | 4.57 | 9.95 | -2.33 | 8.57 | -0.40 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.30 | 0.25 | 0.20 | 0.15 | 0.37 | 0.25 | 0.28 | 0.36 | 0.37 | 0.22 |
| % Yield | 1.22 | 1.07 | 1.16 | 0.85 | 1.53 | 1.21 | 1.46 | 1.99 | 1.73 | 1.19 |
| Capital Gains ($) | 2.51 | 1.38 | 0.06 | 1.46 | 1.40 | 0.61 | 0.59 | 2.89 | 1.07 | 0.48 |
| Expense Ratio | 0.46 | 0.44 | 0.47 | 0.47 | 0.46 | 0.46 | 0.47 | 0.45 | 0.47 | 0.53 |
* 1 = Top 20%, 5 = Bottom 20%