Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | PSWJX Insights | PSWJX Score | PSWJX Performance | PSWJX News | PSWJX Allocation | PSWJX Holdings Change

Principal SAM Strategic Growth J (PSWJX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal SAM Strategic Growth J (PSWJX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Principal SAM Strategic Growth J Fund (PSWJX) ManagerFund Manager - Todd A. Jablonski

Fund Manager Information

Fund Manager Tenure: 10.3 years
Similar Funds: PSWIX 
Fund Family: Principal Funds
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Todd Jablonski is the Head of Asset Allocation and Portfolio Manager at Edge Asset Management, Inc., which he joined in 2010. Previously, he was quantitative equities portfolio manager of at UBS Global Asset Management and Credit Suisse. He holds a BA in Economics from the University of Virginia and an MBA from New York University's Stern School of Business. He is a CFA charter holder and a member of the CFA Society of Seattle.  Get more insights on Todd A. Jablonski

 

Graph of Principal SAM Strategic Growth J Fund (PSWJX) ProfilePrincipal SAM Strategic Growth J Fund (PSWJX) Profile

Fund Profile and Description

Principal SAM Strategic Growth J Fund seeks to provide long-term capital appreciation. The Portfolio operates as a fund of funds and invests principally in Institutional Class shares of Principal Funds. The Portfolio: (1) Generally invests between 0% and 25% of its assets in fixed-income funds, and less than 25% in any one fixed-income fund (2) Generally invests between 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund (3) Generally invests less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund.

 

Principal SAM Strategic Growth J (PSWJX) Fund Strength What we like about Principal SAM Strategic Growth J (PSWJX) Fund

Data for Principal SAM Strategic Growth J Fund (PSWJX) as of May 30, 2016

  • Principal SAM Strategic Growth J Fund (PSWJX) management has been with Principal SAM Strategic Growth J Fund for 10.3 years
  • Principal SAM Strategic Growth J Fund (PSWJX) has good short-term performance (1-year return -3.82% vs -4.55% Allocation--85%+ Equity category median performance)
  • Principal SAM Strategic Growth J Fund (PSWJX) has good mid-term performance (3-year return 6.85% vs 6.15% Allocation--85%+ Equity category median performance)
  • Principal SAM Strategic Growth J Fund (PSWJX) has good Long-term performance (5-year return 7.40% vs 6.53% Allocation--85%+ Equity category median performance)
  • Principal SAM Strategic Growth J Fund (PSWJX) has a Morningstar rating of 4 and above
  • Asset base in Principal SAM Strategic Growth J Fund (PSWJX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal SAM Strategic Growth J Fund (PSWJX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.71, lower than category average of 11.08
  • Principal SAM Strategic Growth J Fund (PSWJX) has a lower expense ratio than its Allocation--85%+ Equity average: 0.60% vs 0.80%

Principal SAM Strategic Growth J Fund (PSWJX) Weakness What we are cautious about Principal SAM Strategic Growth J (PSWJX) Fund

Data for Principal SAM Strategic Growth J Fund (PSWJX) as of May 30, 2016

  • Principal SAM Strategic Growth J Fund (PSWJX) ratio of up-years vs down years can be improved
  • Principal SAM Strategic Growth J Fund (PSWJX) has an annual stock turnover rate of 51.20% that is higher than the Allocation--85%+ Equity average of 50.41%. This could mean Principal SAM Strategic Growth J is more nimble, but also signal potential high tax impact and high trading fees
  • Principal SAM Strategic Growth J Fund (PSWJX) carries a 1% load
See Principal SAM Strategic Growth J Fund (PSWJX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal SAM Strategic Growth J Fund (PSWJX)Compare with other top Allocation--85%+ Equity category mutual funds

Aadditional top Allocation--85%+ Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal SAM Strategic Growth J1.51-3.826.857.40
Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)1.53-1.328.198.10Compare
ICON Equity Income S (IOEZX)7.95-0.887.908.49Compare
MFS Aggressive Growth Allocation I (MIAGX)3.83-1.237.107.28Compare

See top fund managers for Allocation--85%+ Equity Category Funds

 

Compare Principal SAM Strategic Growth J Fund (PSWJX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income ETF (CVY)000

 

Graph of Principal SAM Strategic Growth J Fund (PSWJX) Net Asset TrackingPrincipal SAM Strategic Growth J (PSWJX) Fund Net Asset

Track net asset change of Principal SAM Strategic Growth J fund (PSWJX)

DateNet Asset
05/2016$1.85B
03/2016$1.84B
02/2016$1.74B
More historic net asset information on Principal SAM Strategic Growth J Fund (PSWJX)

  

Graph of Principal SAM Strategic Growth J Fund (PSWJX) Portfolio TrackingPrincipal SAM Strategic Growth J (PSWJX) Fund Portfolio Allocation

Track portfolio allocation change of Principal SAM Strategic Growth J fund (PSWJX)

DateCashStockBondOther
04/20168.38%80.89%8.94%0.88%
02/20169.13%78.28%10.9%0.58%
01/20169.36%80.96%8.14%0.85%
Click here to see more historic asset allocation information on Principal SAM Strategic Growth J Fund (PSWJX)

 

graph of Principal SAM Strategic Growth J Fund (PSWJX) Top 10 Position TrackingTop 10 Holdings in Principal SAM Strategic Growth J (PSWJX) Fund

Discover what Principal SAM Strategic Growth J Fund (PSWJX) manager is buying

Apr 29, 2016
Principal Diversified Intl Inst [18.47%]
Principal Capital Appreciation Inst [15.15%]
Principal Equity Income Inst [13.47%]
Principal Large Cap Growth Inst [12.06%]
Principal LargeCap Value Inst [10.88%]
Principal Global Multi-Strategy Instl [7.91%]
Principal MidCap Value I Inst [5.97%]
Principal Origin Emerging Markets Instl [5.18%]
Principal Small-MidCap Dividend Inc Inst [4.32%]
Principal Global Real Estate Sec Instl [4.02%]

Feb 28, 2016
Principal Diversified Intl Inst [18.22%]
Principal Capital Appreciation Inst [15.34%]
Principal Equity Income Inst [13.28%]
Principal Large Cap Growth Inst [12.3%]
Principal LargeCap Value Inst [10.92%]
Principal Global Multi-Strategy Instl [7.97%]
Principal MidCap Value I Inst [5.93%]
Principal Origin Emerging Markets Instl [5.17%]
Principal Small-MidCap Dividend Inc Inst [4.2%]
Principal Global Real Estate Sec Instl [4.08%]

Jan 30, 2016
Principal Diversified Intl Inst [18.46%]
Principal Capital Appreciation Inst [15.34%]
Principal Equity Income Inst [13.24%]
Principal Large Cap Growth Inst [12.4%]
Principal LargeCap Value Inst [10.99%]
Principal Global Multi-Strategy Instl [8.36%]
Principal MidCap Value I Inst [5.76%]
Principal Origin Emerging Markets Instl [4.97%]
Principal Small-MidCap Dividend Inc Inst [4.04%]
Principal Global Real Estate Sec Instl [4.02%]
Click here for Stock Holding Change Map in Principal SAM Strategic Growth J Fund (PSWJX)

  

Latest News on Principal SAM Strategic Growth J (PSWJX) Fund

See what is happening with Principal SAM Strategic Growth J Fund (PSWJX)

    No recent news

 

Principal SAM Strategic Growth J Fund (PSWJX) Related ResourcesSee more information on Principal SAM Strategic Growth J (PSWJX) Fund

Popular pages on Principal SAM Strategic Growth J (PSWJX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update