About PCWIX
Principal SAM Conservative Growth Portfolio Institutional is a diversified mutual fund classified under the moderately aggressive allocation category. Its primary function is to provide long-term capital appreciation by operating as a fund of funds, primarily investing in other mutual funds and exchange-traded funds managed by Principal Global Investors and select leading sub-advisors. The portfolio strategically blends exposure to equity, fixed income, and specialty assets, often tracking a custom blended benchmark comprising 60% U.S. equities (Russell 3000 Index), 20% international equities (MSCI EAFE Index), and 20% U.S. bonds (Bloomberg Aggregate Bond Index). Notable features include its multi-manager approach, annual dividend distributions, and a sizable asset base exceeding $3 billion as of September 2025. By balancing higher growth potential with risk-mitigating assets, the Principal SAM Conservative Growth Portfolio Institutional serves institutional investors seeking a carefully curated mix of growth and stability in their investment allocations, playing a significant role in retirement plans and asset allocation strategies.
Fund Family Principal Funds
Category Allocation--70% to 85% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PCWIX
Share Class Institutional Class
Index Russell 3000 TR
PCWIX had a total return of 10.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.20%.
