PSGFX Mutual Fund

PSGFX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class R-5) is managed by Principal Funds with $35.5M in net assets. PSGFX expense ratio is 1.06%, holding 21 positions across various sectors. Inception date: 2007-01-16.

PSGFX performance shows a YTD return of 10.46%. The 1-year return is 19.43% and the 5-year return is 8.81%. PSGFX dividend yield stands at 11.55%, paid annually.

PSGFX 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%). Go to all PSGFX holdings, PSGFX sectors, or PSGFX dividends.

PSGFX can be compared against other funds. Use PSGFX overlap to find shared positions, or PSGFX vs another fund for a side-by-side view. PSGFX alternatives are available via the screener, along with tax-loss harvesting opportunities.