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.
- NAV / 1-Day Return 17.37 / 0.06 %
- Total Assets 1.9 Bil
Adj. Expense Ratio
- 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.