PSWJX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class J) is managed by Principal Funds with $623.9M in net assets. PSWJX expense ratio is 0.98%, holding 21 positions across various sectors. Inception date: 2007-01-16.

PSWJX performance shows a YTD return of 10.36%. The 1-year return is 20.60% and the 5-year return is 9.29%. PSWJX dividend yield stands at 11.67%, paid annually.

PSWJX top holdings include Principal U.S. Mega-Cap Etf (14.9%), Principal Capital Appreciation Fund (13.4%), Equity Income Fund (11.9%), Global Emerging Markets Fund (11.2%), Overseas Fund (8.1%). View all PSWJX holdings, sector breakdown, or dividend history.

PSWJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSWJX alternatives are available via the screener, along with tax-loss harvesting opportunities.