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Morningstar

Principal SAM Strategic Growth R4 PSGLX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 21.78  /  +0.60 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.84%
  • Turnover 27%

USD | NAV as of Jul 03, 2024 | 1-Day Return as of Jul 03, 2024, 12:40 AM GMT+0

Morningstar’s Analysis PSGLX

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

  • People Pillar

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

Principal SAM Strategic Growth R4's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings PSGLX

More PSGLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Principal Diversified International R6

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Principal US Small Cap ETF

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Principal Diversified Real Asset R6

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—