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.
- NAV / 1-Day Return 11.11 / 0.00
- Total Assets 1.7 Bil
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Adj. Expense Ratio
- 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.