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Principal SAM Conservative Bal R1 PCSSX

Quantitative rating as of
NAV / 1-Day Return
11.13  /  0.36 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.150%
Expense Ratio
1.690%
Distribution Fee Level
High
Share Class Type
Retirement, Medium
Category
Allocation—30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Limited
TTM Yield
1.65%
Turnover
30%

Morningstar’s Analysis PCSSX

Will PCSSX outperform in future?

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

Summary

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A drop in People Pillar rating is the primary driver of Principal SAM Conservative Bal R1's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. 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.

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