Morningstar

Principal Strategic Asset Management Conservative Growth Fund Institutional Class PCWIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $20.47  /  +0.39 %
  • Fund Size $3.5B
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.59%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis PCWIX

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

  • People Pillar

    The People Pillar is our evaluation of the PCWIX 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 PCWIX’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 Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PCWIX

More PCWIX 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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