Principal SAM Balanced A (SABPX) a Zacks Ranked #2 (Buy) was incepted in September 1990 and is managed by WM Advisors, Inc. SABPX seeks to provide long-term capital growth and to generate income for its investors. To pursue this objective, SABPX primarily invests a minimum of 30% and a maximum of 70% of its net assets in both the Equity Funds and the Fixed-Income Funds. SABPX may invest not more than 40% of its assets in each of the Short-term Income, U.S. Government Securities, Income, High Yield and Money Market Funds. SABPX may also invest up to 30% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Small Cap Stock, Mid Cap Stock and International Growth Funds.

This Allocation Balanced fund, as of the last filing, allocates their fund in six major groups; Large Value, Large Growth, Intermediate Bond, Foreign Bond, Foreign Stock and Emerging Market.

The Principal SAM Balanced A, managed by Principal Financial , carries an expense ratio of 0.64. Moreover, SABPX requires a minimal initial investment of $1,000.

SABPX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 5.12%, 3 year 10.10% and 5 year 9.67%. To see how this fund performed compared in its category, please click here.

SABPX’s performance, as of the last filing, when compared to funds in its category was in the top 46% in 1 year, top 46% over the past 3 years, and in the 40% over the past 5 years.

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