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Principal Fds, Inc. Strategic Asset Mgmt Strategic Gwth Ptf Cl A: (MF: SACAX)

(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET

$23.34 USD

+0.18 (0.78%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2025

Total Return %* Percentile Rank Objective
YTD 3.18 65
3 months 0.30 79
6 months -0.72 85
1 Year 10.78 21
3 Year 11.14 7
5 Year 12.41 5
10 Year 8.62 7

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 119.72
Bear Market (10/07 - 2/09) -50.46
Bull Market (2/09 - 3/21) 541.39

Load Adjusted Returns as of May 31, 2025

1 Year 0.58
5 Year 13.59
10 Year 7.71
Since Inception 7.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.30 NA NA NA
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
2020 -22.14 19.16 8.01 14.89

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.1816.5221.40-19.0819.4115.1426.85-8.9321.745.74-2.18
% Total Return Rel to Index 2.12-8.49-4.84-0.88-9.26-3.26-4.63-4.54-0.05-6.19-3.57
% Total Return Rel to Peer -0.186.618.24-6.117.914.459.65-2.448.28-0.530.17
% Perf Quintile vs Peer* 0.000.001.005.001.002.001.005.001.004.004.00
% Dividends 0.000.210.170.120.330.220.250.330.340.190.17
% Yield 0.000.850.920.641.301.011.221.721.500.960.82
Capital Gains ($) 0.001.380.061.461.400.610.592.891.070.482.32
Expense Ratio 0.000.600.630.610.600.620.640.630.630.690.67

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