PSWJX Mutual Fund

PSWJX Mutual Fund

NAV$23.99
See how much of PSWJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 19 holdings · as of Sep 30, 2026
Top 10 weight
85.70%
PSWJX 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
More holdings · Pro
FundXLS Pro
See the other 9 holdings of PSWJX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

PSWJX Mutual Fund Top Holdings

PSWJX 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%.

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

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