SAM Strategic Growth PortfolioPSWJX
Type
Mutual fund
Peer group
Allocation
Net assets
$2.6B
Expense ratio
0.98%
1-year return
+18.8%
3 years, a year
+18.1%
5 years, a year
+9.2%
12-month yield
11.50%
Holdings
21
What it aims to do.
The Fund seeks to provide long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Principal U.S. Mega-Cap ETF | 14.92% |
| Principal Capital Appreciation Fund | 13.42% |
| Equity Income Fund | 11.87% |
| Global Emerging Markets Fund | 11.23% |
| Overseas Fund | 8.12% |
| Principal International Equity ETF | 7.81% |
| Principal U.S. Small-Cap ETF | 6.22% |
| LargeCap Value Fund III | 5.46% |
| LargeCap S&P 500 Index Fund | 5.39% |
| International Equity Index Fund | 3.31% |
More on PSWJX.
- PSWJX overview
- PSWJX holdings
- PSWJX risk
- PSWJX costs
- PSWJX money in and out
- PSWJX share classes
- Compare PSWJX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.