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Principal SAM Conservative Growth R5 PCWPX

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%

Morningstar’s Analysis PCWPX

Will PCWPX outperform in future?

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

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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