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Principal SAM Strategic Growth R3 PSGPX Fund Analysis

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Morningstar’s Analysis PSGPX

Will PSGPX 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 R3 to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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