Principal Strategic Asset Management Strategic Growth Fund Class C (SWHCX)

SWHCX Holdings Information

SWHCX is a mutual fund with a total of 23 individual holdings.

• Total Holdings: 23
• Top 10 Percentage: 85.10%
• Asset Class: Equity
• Fund Category: Mix Tgt All Agg Gr
• Assets: 2.46B
• Forward PE Ratio: 16.87

Top 25 Holdings

As of Feb 28, 2026

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No.	Symbol	Name	% Weight	Shares
1	USMC	Principal U.S. Mega-Cap ETF	14.24%	5,430,800
2	PWCIX	Principal Capital Appreciation Fund Institutional Class	13.06%	3,825,071
3	PEIIX	Principal Equity Income Fund Institutional Class	10.09%	5,907,241
4	PIIMX	Principal Global Emerging Markets Fund Class R6	8.83%	5,805,021
5	PINZX	Principal Overseas Fund Institutional Class	8.76%	17,179,314
6	PIEQ	Principal International Equity ETF	8.09%	5,724,130
7	PFIEX	Principal International Equity Index Fund R6	7.77%	12,977,059
8	PLVIX	Principal LargeCap Value Fund III Institutional Class	6.21%	8,687,241
9	PSC	Principal U.S. Small-Cap ETF	5.59%	2,371,500
10	PMDHX	Principal Small-MidCap Dividend Income Fund R6	2.45%	2,864,991
11	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	2.43%	1,903,516
12	PGBHX	Principal Blue Chip Fund Class R6	2.35%	1,547,350
13	PDARX	Principal Diversified Real Asset Fund Class R-6	1.94%	3,563,987
14	PFISX	Principal International Small Company Fund R6	1.34%	2,493,698
15	PLCGX	Principal LargeCap Growth Fund I Class R-6	1.27%	2,151,061
16	PGSLX	Principal Global Listed Inf Inst	1.03%	1,979,082
17	PY	Principal Value ETF	1.00%	477,000
18	PIPIX	Principal Inflation Protection Fund Institutional Class	0.96%	3,160,194
19	PAFIX	Principal Global Macro R-6	0.77%	1,860,626
20	PFRSX	Principal Real Estate Securities Fund Class R6	0.72%	611,137
21	PGWXX	Principal Government Money Market R-6	0.66%	16,756,870
22	PMAQX	Principal MidCap Fund Class R6	0.47%	292,073
23	n/a	CASH & RECEIVABLES	-0.04%	n/a