PSGFX Mutual Fund
PSGFX Mutual Fund
Principal Strategic Asset Management Strategic Growth Portfolio Class R-5
PSGFX Mutual Fund Overview
PSGFX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class R-5) is managed by Principal Funds with $34.1M in net assets. PSGFX expense ratio is 1.06%, holding 21 positions across sectors including Unknown, Other. Inception date: 2007-01-16.
PSGFX performance shows a YTD return of 10.32%. The 1-year return is 20.55% and the 5-year return is 8.99%. PSGFX dividend yield stands at 11.56%, 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%). View all PSGFX holdings, sector breakdown, or dividend history.
PSGFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSGFX alternatives are available via the screener, along with tax-loss harvesting opportunities.