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Principal SAM Strategic Growth J PSWJX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 17.31  /  0.86 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.83%
  • Turnover 50%

Morningstar’s Analysis PSWJX

Will PSWJX 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 J 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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