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Morningstar

Principal SAM Strategic Growth J PSWJX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 20.65  /  +0.98 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.02%
  • Turnover 27%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PSWJX

Will PSWJX 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 PSWJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSWJX 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 PSWJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal SAM Strategic Growth J's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSWJX

More PSWJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Principal Equity Income Inst

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Principal Large Cap Value III Inst

7.54 168.6 Mil
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Principal Overseas Instl

5.14 114.8 Mil
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Principal Diversified International R-6

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Principal LargeCap Growth I R6

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Principal US Small Cap ETF

4.21 94.2 Mil
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Principal Diversified Real Asset R6

3.65 81.6 Mil
—