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.
Principal SAM Strategic Growth C SWHCX
- NAV / 1-Day Return 18.40 / −1.55 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 2.010%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.17%
- Turnover 27%
USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 12:05 AM GMT+0
Morningstar’s Analysis SWHCX
Will SWHCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar