Morningstar

Principal Strategic Asset Management Conservative Growth Fund Class J PCGJX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $19.91  /  +0.40 %
  • Fund Size $3.5B
  • Adjusted Expense Ratio 0.940%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.51%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis PCGJX

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

  • People Pillar

    The People Pillar is our evaluation of the PCGJX 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 PCGJX’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 J holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PCGJX

More PCGJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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