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Principal SAM Conservative Growth Inst PCWIX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 15.92  /  0.89 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.38%
  • Turnover 52%

Morningstar’s Analysis PCWIX

Will PCWIX 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 Inst's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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