The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal SAM Strategic Growth Inst to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 17.98 / 0.95 %
- Total Assets 2.0 Bil
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Allocation—85%+ Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Moderate
- Status Open
- TTM Yield 1.04%
- Turnover 50%
Morningstar’s Analysis PSWIX
Will PSWIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.