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Principal SAM Strategic Growth J PSWJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 21.41  /  −0.14 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.98%
  • Turnover 27%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PSWJX

Will PSWJX outperform in future?

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

Principal SAM Strategic Growth J's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PSWJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 85.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Principal Diversified Real Asset R6

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