PSWIX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Institutional Class) is managed by Principal Funds with $416.6M in net assets. PSWIX expense ratio is 0.82%, holding 21 positions across sectors including Unknown, Other. Inception date: 2007-01-16.

PSWIX performance shows a YTD return of 10.44%. The 1-year return is 20.86% and the 5-year return is 9.48%. PSWIX dividend yield stands at 11.54%, paid annually.

PSWIX 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 PSWIX holdings, sector breakdown, or dividend history.

PSWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.