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Morningstar

Principal SAM Strategic Growth C SWHCX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 17.06  /  0.35 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield —
  • Turnover 50%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis SWHCX

Will SWHCX outperform in 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 SWHCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SWHCX 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 SWHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal SAM Strategic 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SWHCX

More SWHCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 84.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Blue Chip R-6

14.87
275,379,986
—

Principal Capital Appreciation Inst

14.84
274,822,135
—

Principal US Mega-Cap ETF

13.60
251,830,392
—

Principal Equity Income Inst

11.76
217,821,962
—

Principal Large Cap Value III Inst

5.97
110,558,668
—

Principal Diversified International R-6

5.25
97,326,766
—

Principal LargeCap Growth I R6

5.13
94,961,022
—

Principal Overseas Instl

4.87
90,201,531
—

Principal Origin Emerging Markets R6

4.03
74,688,044
—

Principal Small-MidCap Dividend Inc R-6

3.82
70,776,646
—