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Principal SAM Balanced R3 PBAPX

Quantitative rating as of
  • NAV / 1-Day Return 13.85  /  0.00
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.43%
  • Turnover 50%

Morningstar’s Analysis PBAPX

Will PBAPX outperform in future?

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

Summary

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Weakness in Principal SAM Balanced R3's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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