PSWIX Mutual Fund

PSWIX Mutual Fund

NAV$24.57
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Showing the top 10 of 19 holdings · as of Sep 30, 2026
Top 10 weight
85.70%
PSWIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
USMC
Principal U.S. Mega-Cap Etf
16.73%		16.7%5,703,800$437.55M
2—Principal Capital Appreciation Sel Etf
13.37%		30.1%10,385,000$349.56M
3
PIIMX
Global Emerging Markets Fund
10.20%		40.3%6,551,218$266.77M
4
PINZX
Overseas Fund
8.26%		48.6%16,495,890$216.10M
5
PEIIX
Principal Equity Income Inst
7.43%		56.0%4,379,999$194.38M
6
PSC
Principal U.S. Small-Cap Etf
6.88%		62.9%2,695,500$179.87M
7
PIEQ
Principal International Equity Etf
6.13%		69.0%4,449,130$160.21M
8
PLCGX
Largecap Growth Fund I
6.00%		75.0%9,295,499$156.82M
9
PLVIX
Largecap Value Fund Iii
5.38%		80.4%7,165,485$140.66M
10
PLFIX
Largecap S&p 500 Index Fund
5.32%		85.7%3,813,286$139.07M
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PSWIX Mutual Fund Top Holdings

PSWIX holdings top 10 positions. The top 10 holdings account for 85.7% of the fund, led by Principal U.S. Mega-Cap Etf at 16.7%, Principal Capital Appreciation Sel Etf at 13.4%, Global Emerging Markets Fund at 10.2%.

PSWIX portfolio concentration is relatively high, with the top 10 representing 85.7% of total assets.

PSWIX sectors provide a detailed breakdown. PSWIX overlap shows how holdings compare to other funds in your portfolio.