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Principal SAM Conservative Bal Inst PCCIX

Quantitative rating as of
  • NAV / 1-Day Return 11.11  /  0.00
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.50%
  • Turnover 55%

Morningstar’s Analysis PCCIX

Will PCCIX 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 Inst to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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