Dow Up 0.61% Nasdaq Up 0.45%

Principal SAM Strategic Growth C (SWHCX)

20.18 Down 0.06(0.30%) Sep 15
Prev Close:20.18
YTD Return*:6.89%
Net Assets*:2.05B
Yield*:0.43%

* As of 31-Aug-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 Inst18.74N/A
Principal LargeCap Value Inst18.55N/A
Principal Large Cap Growth Inst17.55N/A
Principal Capital Appreciation Inst10.46N/A
Principal Diversified Intl Inst9.92N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.05B
Category:Large Blend
Annual Report Expense Ratio (net):1.46%

Performance & Risk

YTD Return:6.89%
5y Avg Return:13.41%
Rank in Category (ytd):80
% Rank in Category (ytd):4.91%
Beta (3y):1.06
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback