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Principal Fds, Inc. Strategic Asset Mgmt Strateg Gwth Ptf Cl J: (MF: PSWJX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 06:02 PM ET

$24.13 USD

+0.28 (1.17%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.70 22
3 months 5.45 27
6 months 11.30 23
1 Year 25.11 26
3 Year 19.91 14
5 Year 9.64 14
10 Year 11.69 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) 710.11

Load Adjusted Returns as of May 31, 2026

1 Year 15.48
5 Year 8.44
10 Year 10.59
Since Inception 7.46

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.24 NA NA NA
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

20262025202420232022202120202019201820172016
% Total Return 10.7016.6616.7321.56-18.9519.5915.2527.15-8.8322.035.87
% Total Return Rel to Index 1.31-1.55-8.29-4.68-0.75-9.08-3.14-4.33-4.440.23-6.06
% Total Return Rel to Peer 1.922.156.818.40-5.998.094.579.95-2.338.57-0.40
% Perf Quintile vs Peer* 1.002.001.001.005.001.002.001.005.001.004.00
% Dividends 0.000.300.250.200.150.370.250.280.360.370.22
% Yield 0.001.221.251.340.851.531.211.461.991.731.19
Capital Gains ($) 0.002.511.380.061.461.400.610.592.891.070.48
Expense Ratio 0.000.460.440.470.470.460.460.470.450.470.53

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