Principal SAM Strategic Growth Portfolio Inst (PSWIX)
23.98
+0.05
(+0.21%)
USD |
May 18 2026
PSWIX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.49% |
| Stock | 95.74% |
| Bond | 2.13% |
| Convertible | 0.00% |
| Preferred | 0.28% |
| Other | 1.36% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.68% |
|---|---|
|
North America
|
63.77% |
| Canada | 2.01% |
| United States | 61.76% |
|
Latin America
|
1.91% |
| Brazil | 0.83% |
| Chile | 0.00% |
| Colombia | 0.01% |
| Mexico | 0.42% |
| Peru | 0.16% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.36% |
|---|---|
| United Kingdom | 4.19% |
|
Europe Developed
|
12.22% |
| Austria | 0.27% |
| Belgium | 0.14% |
| Denmark | 0.27% |
| Finland | 0.32% |
| France | 2.04% |
| Germany | 2.07% |
| Greece | 0.39% |
| Ireland | 1.70% |
| Italy | 0.68% |
| Netherlands | 1.22% |
| Norway | 0.18% |
| Portugal | 0.02% |
| Spain | 0.33% |
| Sweden | 0.38% |
| Switzerland | 1.78% |
|
Europe Emerging
|
0.22% |
| Czech Republic | 0.03% |
| Poland | 0.14% |
|
Africa And Middle East
|
0.72% |
| Israel | 0.26% |
| Saudi Arabia | 0.20% |
| South Africa | 0.17% |
| United Arab Emirates | 0.09% |
| Greater Asia | 15.30% |
|---|---|
| Japan | 3.38% |
|
Australasia
|
0.61% |
| Australia | 0.59% |
|
Asia Developed
|
7.10% |
| Hong Kong | 1.41% |
| Singapore | 0.56% |
| South Korea | 2.11% |
| Taiwan | 3.02% |
|
Asia Emerging
|
4.20% |
| China | 2.00% |
| India | 1.85% |
| Indonesia | 0.23% |
| Thailand | 0.00% |
| Unidentified Region | 1.66% |
|---|
Stock Sector Exposure
| Cyclical |
|
32.82% |
| Materials |
|
3.93% |
| Consumer Discretionary |
|
8.75% |
| Financials |
|
17.44% |
| Real Estate |
|
2.70% |
| Sensitive |
|
44.82% |
| Communication Services |
|
7.78% |
| Energy |
|
4.84% |
| Industrials |
|
11.59% |
| Information Technology |
|
20.60% |
| Defensive |
|
17.77% |
| Consumer Staples |
|
4.95% |
| Health Care |
|
9.45% |
| Utilities |
|
3.37% |
| Not Classified |
|
4.60% |
| Non Classified Equity |
|
0.94% |
| Not Classified - Non Equity |
|
3.66% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |