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.
- NAV / 1-Day Return 15.92 / 0.89 %
- Total Assets 2.9 Bil
Adj. Expense Ratio
- 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.