PCWPX Mutual Fund
PCWPX Mutual Fund
Principal Strategic Asset Management Conservative Growth Portfolio Class R-5
PCWPX Mutual Fund Overview
PCWPX Mutual Fund (Principal Strategic Asset Management Conservative Growth Portfolio Class R-5) is managed by Principal Funds with $30.8M in net assets. PCWPX expense ratio is 1.03%, holding 27 positions across sectors including Unknown, Other. Inception date: 2007-01-16.
PCWPX performance shows a YTD return of 9.03%. The 1-year return is 18.46% and the 5-year return is 8.15%. PCWPX dividend yield stands at 12.98%, paid annually.
PCWPX 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 PCWPX holdings, sector breakdown, or dividend history.
PCWPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCWPX alternatives are available via the screener, along with tax-loss harvesting opportunities.