SWHCX : Principal Strategic Asset Management Strategic Growth Fund Class C

SWHCX is a Allocation Market All-In-One with HIGH fees.

SWHCX

Principal Strategic Asset Management Strategic Growth Fund Class C

FI Score

39 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

39% FI Score
  • swhcx
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Strategic Growth Fund Class C

Expenses: 1.42% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The Portfolios operate as funds of funds. It generally invests: between 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund; less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund; such funds generally offer unique combinations of traditional equity securities and fixed-income securities or use alternative investment strategies that aim to offer diversification beyond traditional equity and fixed-income securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.

Largest Holdings

Amount Holding
20.77% Principal Diversified International R-6
18.12% Principal Equity Income Inst
16.26% Principal Blue Chip R-6
7.39% Principal US Mega-Cap Multi-Factor ETF
6.26% Principal Edge MidCap R-6
5.77% Principal Active Global Dividend Inc ETF
5.53% Principal LargeCap Growth I R6
5.28% Principal Origin Emerging Markets R6
4.58% Principal Global Real Estate Sec R6
3.95% Principal US Small Cap Mlt Fac Ind ETF
2.25% Principal Large Cap Value III Inst
2.13% Principal International Small CompanyR-6

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