About PSWJX
Principal SAM Strategic Growth Fund Class J is a mutual fund designed to pursue long-term capital appreciation through an aggressive allocation strategy. Structured as a fund of funds, its portfolio is diversified primarily across a carefully selected mix of equity mutual funds and exchange-traded funds, with equity investments comprising the majority of assets—between 75% and 100%. The fund maintains less than 20% of its allocation in specialty funds, which may include alternative assets such as infrastructure, commodities, currencies, and natural resource companies, enhancing diversification beyond traditional equity markets.
This fund is tailored for investors seeking robust growth potential and accepts a moderate level of risk, as it resides in the "Aggressive Allocation" Morningstar category. Its holdings heavily emphasize large-cap U.S. equities, as evidenced by top positions in funds like Principal U.S. Mega-Cap ETF, Principal Capital Appreciation Fund, and Principal Equity Income Fund. A small allocation is reserved for fixed income, keeping bond exposure minimal. Managed by an experienced team, Principal SAM Strategic Growth Fund Class J plays a significant role in asset allocation products, offering a strategic gateway to global equity markets for risk-tolerant, growth-focused investors.
Fund Family Principal Funds
Category Allocation--85%+ Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PSWJX
Share Class Class J
Index Russell 3000 TR
PSWJX had a total return of 14.56% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.34%.
