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Principal SAM Conservative Growth A SAGPX

Quantitative rating as of
NAV / 1-Day Return
17.30  /  0.52 %
Total Assets
2.8 Bil
Adj. Expense Ratio
0.590%
Expense Ratio
1.140%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Allocation—70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.34%
Turnover
34%

Morningstar’s Analysis SAGPX

Will SAGPX 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 Conservative Growth A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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