PCWIX Mutual Fund
PCWIX Mutual Fund
PCWIX Mutual Fund
Principal Strategic Asset Management Conservative Growth Portfolio Institutional Class
PCWIX Mutual Fund Overview
PCWIX Mutual Fund (Principal Strategic Asset Management Conservative Growth Portfolio Institutional Class) is managed by Principal Funds with $522.4M in net assets. PCWIX expense ratio is 0.79%, holding 27 positions across various sectors. Inception date: 2007-01-16.
PCWIX performance shows a YTD return of 9.36%. The 1-year return is 17.85% and the 5-year return is 8.27%. PCWIX dividend yield stands at 13.03%, paid annually.
PCWIX top holdings include Principal U.S. Mega-Cap Etf (14.4%), Principal Capital Appreciation Fund (11.6%), Global Emerging Markets Fund (8.1%), Equity Income Fund (7.5%), Principal International Equity Etf (7.5%). Go to all PCWIX holdings, PCWIX sectors, or PCWIX dividends.
PCWIX can be compared against other funds. Use PCWIX overlap to find shared positions, or PCWIX vs another fund for a side-by-side view. PCWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.