Morningstar

Principal Strategic Asset Management Conservative Growth Fund Class C SCGPX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 18.62  /  +0.27 %
  • Total Assets 3.6B
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.360%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.79%
  • Turnover 42%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0

Morningstar’s Analysis SCGPX

Will SCGPX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCGPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCGPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCGPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SAM Conservative Growth C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SCGPX

More SCGPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Principal Glb Emerging Markets R6

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Principal Overseas Instl

7.33 261M
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Principal Equity Income Inst

7.16 255M
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Principal International Equity ETF

6.32 225M
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Principal US Small Cap ETF

5.40 193M
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Principal Large Cap Value III Inst

5.30 189M
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Principal Large Cap S&P 500 Index Inst

5.23 186M
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Principal Core Fixed Income R6

4.10 146M
—

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