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Principal Fds, Inc. Strategic Asset Mgmt Conservative Growth Ptf Cl C: (MF: SCGPX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 05:52 PM ET
$17.38 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.27 | 53 |
| 3 months | 1.80 | 70 |
| 6 months | 7.58 | 45 |
| 1 Year | 14.27 | 53 |
| 3 Year | 15.37 | 32 |
| 5 Year | 7.74 | 38 |
| 10 Year | 8.66 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 96.02 |
| Bear Market (10/07 - 2/09) | -46.20 |
| Bull Market (2/09 - 3/21) | 433.80 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 13.13 |
| 5 Year | 7.73 |
| 10 Year | 8.66 |
| Since Inception | 6.58 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.17 | 7.47 | 5.68 | 1.80 |
| 2024 | 7.09 | 1.27 | 5.97 | -0.84 |
| 2023 | 4.75 | 5.44 | -3.57 | 10.70 |
| 2022 | -6.46 | -13.87 | -6.11 | 7.49 |
| 2021 | 4.54 | 6.90 | -1.72 | 5.84 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.27 | 13.97 | 17.90 | -18.69 | 16.24 | 11.70 | 22.59 | -7.70 | 18.39 | 5.68 |
| % Total Return Rel to Index | -3.94 | -11.04 | -8.33 | -0.49 | -12.43 | -6.70 | -8.89 | -3.30 | -3.40 | -6.25 |
| % Total Return Rel to Peer | -0.23 | 4.05 | 4.75 | -5.73 | 4.73 | 1.01 | 5.40 | -1.20 | 4.93 | -0.58 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.16 | 0.11 | 0.07 | 0.04 | 0.08 | 0.12 | 0.11 | 0.14 | 0.18 | 0.08 |
| % Yield | 0.81 | 0.57 | 0.60 | 0.26 | 0.39 | 0.64 | 0.64 | 0.90 | 0.94 | 0.48 |
| Capital Gains ($) | 2.31 | 1.13 | 0.00 | 1.62 | 1.44 | 0.40 | 0.45 | 1.82 | 1.23 | 0.35 |
| Expense Ratio | 1.39 | 1.37 | 1.42 | 1.37 | 1.38 | 1.37 | 1.39 | 1.36 | 1.37 | 1.42 |
* 1 = Top 20%, 5 = Bottom 20%