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Principal SAM Conservative Growth Inst PCWIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 19.31  /  −0.77 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.44%
  • Turnover 26%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 12:48 AM GMT+0

Morningstar’s Analysis PCWIX

Will PCWIX outperform in future?

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

Principal SAM Conservative Growth Inst's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PCWIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 77.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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