SWHCX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class C) is managed by Principal Funds with $66.8M in net assets. SWHCX expense ratio is 1.90%, holding 21 positions across various sectors. Inception date: 2002-03-01.

SWHCX performance shows a YTD return of 9.89%. The 1-year return is 19.55% and the 5-year return is 8.27%. SWHCX dividend yield stands at 12.38%, paid annually.

SWHCX 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 SWHCX holdings, sector breakdown, or dividend history.

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