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Principal SAM Balanced Inst PSBIX

Quantitative rating as of
  • NAV / 1-Day Return 14.05  /  0.86 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.820%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.01%
  • Turnover 50%

Morningstar’s Analysis PSBIX

Will PSBIX outperform in future?

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

Summary

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Weakness in Principal SAM Balanced Inst's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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