Skip to Content

Principal SAM Strategic Growth R1 PSGGX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 20.32  /  0.25 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.720%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Limited
  • TTM Yield 0.42%
  • Turnover 27%

Morningstar’s Analysis PSGGX

Will PSGGX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal SAM Strategic Growth R1 to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PSGGX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 84.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Capital Appreciation Inst

14.92
312,543,113

Principal Blue Chip R-6

14.63
306,371,653

Principal US Mega-Cap ETF

13.87
290,536,312

Principal Equity Income Inst

11.81
247,430,465

Principal Large Cap Value III Inst

5.83
122,172,126

Principal LargeCap Growth I R6

5.29
110,876,657

Principal Diversified International R-6

5.15
107,792,272

Principal Overseas Instl

4.82
101,026,500

Principal US Small Cap ETF

4.12
86,351,270

Principal Origin Emerging Markets R6

3.53
73,941,554