PWASX Mutual Fund

PWASX Mutual Fund

NAV$12.75
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Fund Essentials

Net Assets
$11M
Expense Ratio
1.41%
Dividend Yield (Current)
1.88%
Holdings
18
Inception Date
Nov 1, 2004
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.73%
1 Year+10.11%
3 Year+0.66%
5 Year+4.16%
10 Year+4.41%

Asset Allocation

Other: 100.00%
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Dividend Summary

View Details →
Dividend Yield (Current)
1.88%
Frequency
Annually
Latest Distribution
$0.24
-

Peer Comparison

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

PWASX Mutual Fund Overview

PWASX Mutual Fund (Principal LifeTime 2020 Fund Class R-1) is managed by Principal Funds with $11.4M in net assets. PWASX expense ratio is 1.41%, holding 18 positions across various sectors. Inception date: 2004-11-01.

PWASX performance shows a YTD return of 8.73%. The 1-year return is 10.11% and the 5-year return is 4.16%. PWASX dividend yield stands at 1.88%, paid annually.

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

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