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Principal SAM Strategic Growth C (SWHCX)

20.76 Up 0.07(0.34%) Nov 26
Prev Close:20.69
YTD Return*:6.11%
Net Assets*:2.01B
Yield*:0.44%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SWHCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Principal Equity Income Inst19.22N/A
Principal LargeCap Value Inst18.96N/A
Principal Large Cap Growth Inst18.16N/A
Principal Capital Appreciation Inst10.75N/A
Principal Diversified Intl Inst9.36N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.01B
Category:Large Blend
Annual Report Expense Ratio (net):1.46%

Performance & Risk

YTD Return:6.11%
5y Avg Return:12.87%
Rank in Category (ytd):79
% Rank in Category (ytd):4.92%
Beta (3y):1.03
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund operates as a fund of funds. It: (1) Generally invests between 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund and (2) Generally invests less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund. The fund may temporarily exceed the applicable percentage ranges for short periods. View More
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