Weakness in Principal SAM Balanced A's Process and People Pillar ratings limits this strategy 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-highest quintile among peers.
- NAV / 1-Day Return 14.47 / 0.70 %
- Total Assets 4.3 Bil
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Adj. Expense Ratio
- Expense Ratio 1.130%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.63%
- Turnover 50%
Morningstar’s Analysis SABPX
Will SABPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.