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.
NAV / 1-Day Return
17.30 / 0.52 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—70% to 85% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Analysis SAGPX
Will SAGPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.