SWHCX Rating, Research - Principal Sam Strategic Growth C

Principal Sam Strategic Growth C (swhcx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the swhcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Principal Sam Strategic Growth C (SWHCX) Description: SWHCX is a mutual fund, which is an investment that owns a basket of assets. The SWHCX mutual fund was provided by Principle and this investment vehicle derives the majority of its value from equity holdings (stocks). Principles mutual fund has a short management tenure and is in the average fund size classification. SWHCXs minimum initial investment amount is $1000 while the IRA minimum is $0. SWHCXs expense ratio is roughly 2%. The latest SWHCXs front end load was 0% and the back end load was 1%. The Principal Sam Strategic Growth C (SWHCX) mutual fund falls under the large-cap mixed category. SWHCX focuses its investments in USA and SWHCX is not affiliated with a particular industry or fund sector. The Principal Sam Strategic Growth C (SWHCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWHCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWHCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide high after tax total return. The fund invests at least 80% of assets in equity securities (see equity research) of U.S. companies. ??Assets? means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks (see stock research) of large- and medium-capitalization U.S. companies, but it may also invest up to 20% of assets in common stocks (see stock research) of foreign companies, including depositary receipts.

Management Analysis Update

Performance Analysis Update