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Principal SAM Strategic Growth R5 PSGFX

Quantitative rating as of
  • NAV / 1-Day Return 17.37  /  0.06 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 1.090%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.80%
  • Turnover 50%

Morningstar’s Analysis PSGFX

Will PSGFX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal SAM Strategic Growth R5 to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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