PCGPX – Principal SAM Conservative Growth R3 Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation. The fund operates as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PCWIX	Principal Strategic Asset Management Conservative Growth Fund Institutional Class	Institutional	Open			Jan 16, 2007	$501.59M	0.790%	Average	$0	−$3.85M
SAGPX	Principal Strategic Asset Management Conservative Growth Fund Class A	Front Load	Open			Jul 25, 1996	$1.80B	1.080%	Average	$1,000	−$165.19M
SCGPX	Principal Strategic Asset Management Conservative Growth Fund Class C	Level Load	Open			Mar 1, 2002	$63.72M	1.850%	Above Average	$1,000	−$17.49M
PCWPX	Principal Strategic Asset Management Conservative Growth Fund R-5 Class	Retirement, Large	Open			Jan 16, 2007	$30.57M	1.030%	High	$0	−$1.83M
PCGPX	Principal Strategic Asset Management Conservative Growth Fund R-3 Class	Retirement, Medium	Open			Jan 16, 2007	$10.87M	1.340%	Above Average	$0	−$1.50M
PCGJX	Principal Strategic Asset Management Conservative Growth Fund Class J	Retirement, Medium	Open			Jan 16, 2007	$1.09B	0.940%	Below Average	$1,000	−$5.51M

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