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Principal SAM Conservative Growth J (PCGJX)

17.28
0.00
(0.00%)
At close: 8:01:56 PM EDT
Loading Chart for PCGJX
  • Previous Close 17.28
  • YTD Return -0.94%
  • Expense Ratio 0.94%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.12B
  • Beta (5Y Monthly) 1.18
  • Yield 1.53%
  • 5y Average Return --
  • Holdings Turnover 18.30%
  • Last Dividend 0.29
  • Inception Date Jan 16, 2007

The fund operates as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.

Principal Funds

Fund Family

Allocation--70% to 85% Equity

Fund Category

3.12B

Net Assets

2007-01-16

Inception Date

Performance Overview: PCGJX

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Trailing returns as of 4/14/2025. Category is Allocation--70% to 85% Equity.

YTD Return

PCGJX
0.94%
Category
11.35%
 

1-Year Return

PCGJX
6.14%
Category
32.83%
 

3-Year Return

PCGJX
5.91%
Category
11.75%
 

5-Year Return

PCGJX
12.74%
Category
11.53%
 

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Holdings: PCGJX

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Sector Weightings

SectorPCGJX
Technology   20.28%
Healthcare   10.15%
Industrials   9.98%
Real Estate   5.22%
Energy   4.34%
Utilities   2.98%

Recent News: PCGJX

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Research Reports: PCGJX

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