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Principal SAM Conservative Growth C SCGPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 16.73  /  +0.18 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    1.920%
  • Expense Ratio 1.920%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.43%
  • Turnover 26%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis SCGPX

Will SCGPX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal SAM Conservative Growth C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings SCGPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 76.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Principal Core Fixed Income R6

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Principal Diversified International R-6

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Principal Large Cap Value III Inst

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Principal LargeCap Growth I R6

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Principal US Small Cap ETF

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Principal Diversified Real Asset R6

3.38 102.2 Mil