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.
- NAV / 1-Day Return 17.31 / 0.86 %
- Total Assets 2.0 Bil
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Adj. Expense Ratio
- 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.