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.
- NAV / 1-Day Return 15.50 / 0.98 %
- Total Assets 2.9 Bil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis PCWPX
Will PCWPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.