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Principal SAM Conservative Growth J PCGJX

Quantitative rating as of
NAV / 1-Day Return
16.49  /  0.06 %
Total Assets
2.8 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
1.020%
Distribution Fee Level
Below Average
Share Class Type
Retirement, Medium
Category
Allocation—70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.76%
Turnover
34%

Morningstar’s Analysis PCGJX

Will PCGJX 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 Growth J 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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