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Morningstar

Principal SAM Conservative Growth R5 PCWPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.50  /  0.98 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 1.080%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.12%
  • Turnover 52%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PCWPX

Will PCWPX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCWPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PCWPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PCWPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A drop in its Process Pillar rating is the primary driver of Principal SAM Conservative Growth R5'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 second-highest quintile among peers.

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