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Morningstar

Principal SAM Conservative Growth R3 PCGPX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PCGPX

Will PCGPX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCGPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PCGPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PCGPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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