Principal SAM Conservative Growth Portfolio Inst (PCWIX)
18.53
-0.01
(-0.05%)
USD |
Apr 02 2026
PCWIX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.74% |
| Stock | 82.86% |
| Bond | 14.84% |
| Convertible | 0.00% |
| Preferred | 0.27% |
| Other | 1.29% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.65% |
|---|---|
|
North America
|
63.73% |
| Canada | 1.90% |
| United States | 61.83% |
|
Latin America
|
1.92% |
| Argentina | 0.03% |
| Brazil | 0.63% |
| Chile | 0.00% |
| Colombia | 0.04% |
| Mexico | 0.42% |
| Peru | 0.18% |
| Venezuela | 0.02% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.94% |
|---|---|
| United Kingdom | 4.44% |
|
Europe Developed
|
13.13% |
| Austria | 0.28% |
| Belgium | 0.19% |
| Denmark | 0.34% |
| Finland | 0.33% |
| France | 2.27% |
| Germany | 2.11% |
| Greece | 0.41% |
| Ireland | 1.53% |
| Italy | 0.73% |
| Netherlands | 1.53% |
| Norway | 0.16% |
| Portugal | 0.02% |
| Spain | 0.49% |
| Sweden | 0.47% |
| Switzerland | 1.78% |
|
Europe Emerging
|
0.36% |
| Czech Republic | 0.05% |
| Poland | 0.13% |
| Turkey | 0.02% |
|
Africa And Middle East
|
1.01% |
| Egypt | 0.04% |
| Israel | 0.36% |
| Nigeria | 0.02% |
| Saudi Arabia | 0.20% |
| South Africa | 0.19% |
| United Arab Emirates | 0.09% |
| Greater Asia | 13.36% |
|---|---|
| Japan | 3.81% |
|
Australasia
|
0.79% |
| Australia | 0.76% |
|
Asia Developed
|
5.44% |
| Hong Kong | 1.25% |
| Singapore | 0.59% |
| South Korea | 1.55% |
| Taiwan | 2.04% |
|
Asia Emerging
|
3.31% |
| China | 1.64% |
| India | 1.33% |
| Indonesia | 0.17% |
| Malaysia | 0.02% |
| Pakistan | 0.01% |
| Philippines | 0.01% |
| Thailand | 0.03% |
| Unidentified Region | 2.05% |
|---|
Bond Credit Quality Exposure
| AAA | 1.41% |
| AA | 30.53% |
| A | 12.04% |
| BBB | 19.07% |
| BB | 9.60% |
| B | 5.76% |
| Below B | 1.66% |
| CCC | 1.50% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.13% |
| Not Rated | 0.19% |
| Not Available | 19.73% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
30.22% |
| Materials |
|
3.49% |
| Consumer Discretionary |
|
8.05% |
| Financials |
|
15.88% |
| Real Estate |
|
2.80% |
| Sensitive |
|
36.58% |
| Communication Services |
|
6.52% |
| Energy |
|
3.75% |
| Industrials |
|
9.26% |
| Information Technology |
|
17.05% |
| Defensive |
|
15.81% |
| Consumer Staples |
|
4.40% |
| Health Care |
|
8.51% |
| Utilities |
|
2.90% |
| Not Classified |
|
17.38% |
| Non Classified Equity |
|
0.91% |
| Not Classified - Non Equity |
|
16.48% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 37.51% |
| Corporate | 41.61% |
| Securitized | 17.78% |
| Municipal | 0.23% |
| Other | 2.87% |
Bond Maturity Exposure
| Short Term |
|
6.79% |
| Less than 1 Year |
|
6.79% |
| Intermediate |
|
56.29% |
| 1 to 3 Years |
|
14.46% |
| 3 to 5 Years |
|
19.74% |
| 5 to 10 Years |
|
22.10% |
| Long Term |
|
34.04% |
| 10 to 20 Years |
|
7.25% |
| 20 to 30 Years |
|
24.80% |
| Over 30 Years |
|
1.99% |
| Other |
|
2.87% |
As of February 28, 2026