Morningstar

Principal Strategic Asset Management Conservative Growth Fund R-3 Class PCGPX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $19.85  /  +0.40 %
  • Fund Size $3.5B
  • Adjusted Expense Ratio 1.340%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Above 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 1.20%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis PCGPX

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

  • People Pillar

    The People Pillar is our evaluation of the PCGPX 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 PCGPX’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 R3 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 PCGPX

More PCGPX 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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Principal International Equity ETF

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Principal Equity Income Inst

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Principal Large Cap Value III Inst

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Principal US Small Cap ETF

5.04 175M
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Principal Large Cap S&P 500 Index Inst

5.02 174M
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Principal International Equity Index R6

4.54 158M
—

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