Weakness in Principal SAM Conservative Growth R1'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 most expensive quintile among peers.
- NAV / 1-Day Return 15.46 / 1.09 %
- Total Assets 2.9 Bil
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Adj. Expense Ratio
- Expense Ratio 1.700%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Allocation—70% to 85% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Limited
- TTM Yield 0.55%
- Turnover 52%
Morningstar’s Analysis PCGGX
Will PCGGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.