PSGLX Mutual Fund

PSGLX Mutual Fund

NAV$23.43
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Fund Essentials

Net Assets
$4M
Expense Ratio
1.22%
Dividend Yield (Current)
-
Holdings
21
Inception Date
Jan 16, 2007
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+20.52%
1 Year+24.21%
3 Year+6.44%
5 Year+10.44%
10 Year+8.71%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Frequency
Annually
Latest Distribution
$0.23
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PSGLX Mutual Fund Overview

PSGLX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class R-4) is managed by Principal Funds with $4.0M in net assets. PSGLX expense ratio is 1.22%, holding 21 positions across various sectors. Inception date: 2007-01-16.

PSGLX performance shows a YTD return of 20.52%. The 1-year return is 24.21% and the 5-year return is 10.44%.

PSGLX top holdings include a diversified portfolio. Go to all PSGLX holdings, PSGLX sectors, or PSGLX dividends.

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