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Morningstar

Principal SAM Conservative Bal R1 PCSSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PCSSX

Will PCSSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCSSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCSSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCSSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal SAM Conservative Bal R1's recent fee cut and People Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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