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Principal Strategic Asset Management Strategic Growth Fund Institutional Class (PSWIX)

US Funds

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22.46 +0.17 +0.76%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 342.25M

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PSWIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Principal SAM Strategic Growth Inst (PSWIX) fund. Our Principal SAM Strategic Growth Inst portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.94	2.57	0.63
Shares	96.16	96.16	0.00
Bonds	1.84	2.30	0.46
Preferred	0.01	0.01	0.00
Other	0.06	0.06	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.26	17.92
Price to Book	2.75	2.92
Price to Sales	2.05	2.01
Price to Cash Flow	11.26	11.56
Dividend Yield	1.94	1.96
5 Years Earnings Growth	9.36	11.45

Sector Allocation

Name	Net %	Category Average
Technology	20.40	21.26
Financial Services	19.61	15.60
Healthcare	10.35	12.44
Industrials	10.16	12.37
Consumer Cyclical	10.08	12.15
Communication Services	7.58	7.11
Consumer Defensive	5.91	6.06
Real Estate	4.73	3.55
Energy	4.29	3.96
Basic Materials	3.73	3.63
Utilities	3.16	3.05

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Principal Capital Appreciation Inst	-	14.51	-	-
Principal US Mega-Cap ETF	-	13.76	-	-
Principal Equity Income Inst	-	10.72	-	-
Principal Large Cap Value III Inst	-	8.87	-	-
Principal International Equity ETF	-	6.16	-	-
Principal Blue Chip R6	-	5.59	-	-
Principal Overseas Instl	-	5.57	-	-
Principal MidCap R6	-	5.19	-	-
Principal LargeCap Growth I R6	-	4.97	-	-
Principal Glb Emerging Markets R6	-	4.18	-	-

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	15.51B	-0.94	12.51	11.67
Principal Equity Income Inst	6.87B	-2.37	7.32	9.01
Principal Large Cap S&P 500 Index I	6.31B	-4.98	11.98	12.12
Principal Preferred Securities Inst	3.81B	0.68	4.48	3.98
Principal Real Estate Securities In	3.62B	2.63	0.24	6.58

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