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 $505.1M in net assets. PCWIX expense ratio is 0.79%, holding 27 positions across sectors including Unknown, Other. Inception date: 2007-01-16.
PCWIX performance shows a YTD return of 9.14%. The 1-year return is 18.75% and the 5-year return is 8.42%. PCWIX dividend yield stands at 13.06%, 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%). View all PCWIX holdings, sector breakdown, or dividend history.
PCWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.