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Principal SAM Conservative Bal J PCBJX

Quantitative rating as of
  • NAV / 1-Day Return 11.06  /  0.00
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.35%
  • Turnover 55%

Morningstar’s Analysis PCBJX

Will PCBJX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal SAM Conservative Bal J to a Morningstar Quantitative Rating of Neutral. 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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