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Principal SAM Conservative Growth C SCGPX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.64  /  1.08 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.930%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.26%
  • Turnover 52%

Morningstar’s Analysis SCGPX

Will SCGPX outperform in future?

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

Summary

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Weakness in Principal SAM Conservative Growth C'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 highest quintile among peers.

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