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Principal SAM Conservative Growth R4 PCWSX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 18.79  /  +0.05 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.13%
  • Turnover 26%

USD | NAV as of Jun 24, 2024 | 1-Day Return as of Jun 24, 2024, 10:20 PM GMT+0

Morningstar’s Analysis PCWSX

Will PCWSX outperform in future?

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

Principal SAM Conservative Growth R4's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings PCWSX

  • 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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