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Principal Fds, Inc. Strategic Asset Mgmt Conservative Growth Ptf Cl C: (MF: SCGPX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:59 PM ET

$18.40 USD

-0.05 (-0.27%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 8.76 38
3 months -0.43 35
6 months 10.25 37
1 Year 10.72 43
3 Year 16.18 35
5 Year 7.52 39
10 Year 8.99 34

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 96.02
Bear Market (10/07 - 2/09) -46.19
Bull Market (2/09 - 3/21) 492.19

Load Adjusted Returns as of Sep 30, 2026

1 Year 9.62
5 Year 7.52
10 Year 8.99
Since Inception 6.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.35 10.73 -0.43 NA
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

20262025202420232022202120202019201820172016
% Total Return 8.7614.2713.9717.90-18.6916.2411.7022.59-7.7018.395.68
% Total Return Rel to Index -3.97-3.94-11.04-8.33-0.49-12.43-6.70-8.89-3.30-3.40-6.25
% Total Return Rel to Peer 1.46-0.234.054.75-5.734.731.015.40-1.204.93-0.58
% Perf Quintile vs Peer* 2.003.002.002.005.002.003.002.004.002.004.00
% Dividends 0.000.160.110.070.040.080.120.110.140.180.08
% Yield 0.750.810.570.850.260.390.640.640.900.940.48
Capital Gains ($) 0.002.311.130.001.621.440.400.451.821.230.35
Expense Ratio 1.371.361.371.421.371.381.371.391.361.371.42

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