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Principal SAM Strategic Growth Inst (PSWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.83+0.01 (+0.05%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash2.17%
Stocks97.06%
Bonds0.59%
Others0.18%
Preferred0.01%
Convertible0.00%

Sector weightings (%)

Sector(s)
PSWIX
Basic materials
3.67%
Consumer cyclical
9.70%
Financial services
17.20%
Property
4.35%
Consumer defensive
5.59%
Healthcare
11.82%
Utilities
2.97%
Communication services
6.97%
Energy
5.29%
Industrials
11.29%
Technology
21.16%

Equity holdings

AveragePSWIXCategory average
Price/Earnings0.0522.91
Price/book0.323.09
Price/sales0.442.12
Price/Cash flow0.0714.37
Median market cap117,451.0255,302.77
3-year earnings growth19.789.38

Bond holdings

AveragePSWIXCategory average
MaturityN/AN/A
Duration1.066.07
Credit qualityN/AN/A

Bond ratings

Sector(s)PSWIX
US government0.51%
AAA73.46%
AA0.12%
A0.02%
BBB0.60%
BB3.05%
B7.38%
Below B1.01%
Others14.37%

Top 10 holdings (85.20% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Capital Appreciation InstPWCIX14.74%
Principal US Mega-Cap ETFUSMC13.62%
Principal Blue Chip R6PGBHX12.62%
Principal Equity Income InstPEIIX12.05%
Principal Large Cap Value III InstPLVIX8.81%
Principal Overseas InstlPINZX5.26%
Principal Diversified International R6PDIFX5.19%
Principal LargeCap Growth I R6PLCGX5.01%
Principal US Small Cap ETFPSC4.19%
Principal Diversified Real Asset R6PDARX3.71%