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Principal Fds, Inc. Strategic Asset Mgmt Strategic Gwth Ptf Cl A: (MF: SACAX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 06:12 PM ET
$23.95 USD
+0.14 (0.59%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.50 | 37 |
| 3 months | 2.11 | 56 |
| 6 months | 8.52 | 34 |
| 1 Year | 16.50 | 37 |
| 3 Year | 18.12 | 13 |
| 5 Year | 9.75 | 11 |
| 10 Year | 10.55 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 119.72 |
| Bear Market (10/07 - 2/09) | -50.47 |
| Bull Market (2/09 - 3/21) | 620.11 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 10.43 |
| 5 Year | 8.58 |
| 10 Year | 9.96 |
| Since Inception | 8.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.30 | 8.77 | 6.26 | 2.11 |
| 2024 | 8.39 | 1.66 | 6.28 | -0.50 |
| 2023 | 5.67 | 6.64 | -3.48 | 11.59 |
| 2022 | -6.97 | -14.90 | -6.07 | 8.82 |
| 2021 | 5.56 | 7.82 | -1.39 | 6.39 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.50 | 16.52 | 21.40 | -19.08 | 19.41 | 15.14 | 26.85 | -8.93 | 21.74 | 5.74 |
| % Total Return Rel to Index | -1.71 | -8.49 | -4.84 | -0.88 | -9.26 | -3.26 | -4.63 | -4.54 | -0.05 | -6.19 |
| % Total Return Rel to Peer | 1.99 | 6.61 | 8.24 | -6.11 | 7.91 | 4.45 | 9.65 | -2.44 | 8.28 | -0.53 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.27 | 0.21 | 0.17 | 0.12 | 0.33 | 0.22 | 0.25 | 0.33 | 0.34 | 0.19 |
| % Yield | 1.00 | 0.85 | 0.92 | 0.64 | 1.30 | 1.01 | 1.22 | 1.72 | 1.50 | 0.96 |
| Capital Gains ($) | 2.51 | 1.38 | 0.06 | 1.46 | 1.40 | 0.61 | 0.59 | 2.89 | 1.07 | 0.48 |
| Expense Ratio | 0.59 | 0.60 | 0.63 | 0.61 | 0.60 | 0.62 | 0.64 | 0.63 | 0.63 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%