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Principal SAM Conservative Growth R3 PCGPX

Quantitative rating as of
  • NAV / 1-Day Return 15.32  /  0.07 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 1.390%
  • Distribution Fee Level Above 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 0.77%
  • Turnover 52%

Morningstar’s Analysis PCGPX

Will PCGPX outperform in future?

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

Summary

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Weakness in Principal SAM Conservative Growth R3's People and Process 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 highest quintile among peers.

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