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Nasdaq - Delayed Quote USD

Principal SAM Conservative Growth J (PCGJX)

17.28
0.00
(0.00%)
At close: 8:01:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.05%
5y Average Return 10.44%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 14, 2025) 23.77%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 23.77%
Worst 3Y Total Return 2.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCGJX
Category
YTD
-0.94%
11.35%
1-Month
-3.57%
0.99%
3-Month
-0.94%
5.92%
1-Year
6.14%
32.83%
3-Year
5.91%
11.75%
5-Year
12.74%
11.53%
10-Year
7.64%
8.98%
Last Bull Market
15.09%
17.67%
Last Bear Market
-13.65%
-15.71%

Annual Total Return (%) History

Year
PCGJX
Category
2025
--
--
2024
15.02%
--
2023
19.18%
--
2022
-17.99%
--
2021
17.42%
--
2020
12.67%
13.51%
2019
23.77%
21.35%
2018
-6.81%
-7.93%

2017
19.50%
15.80%
2016
6.66%
7.93%
2015
-1.48%
-2.77%
2014
6.97%
5.71%
2013
22.74%
21.31%
2012
13.57%
13.42%
2011
-0.86%
-3.80%
2010
14.36%
13.49%
2009
24.93%
29.37%
2008
-33.48%
-34.34%
2007
--
7.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.94% -- -- --
2024 7.34% 1.49% 6.19% -0.57%
2023 5.07% 5.62% -3.26% 11.00%
2022 -6.27% -13.65% -5.93% 7.71%
2021 4.79% 7.17% -1.50% 6.15%
2020 -19.10% 16.01% 6.68% 12.54%
2019 10.67% 3.80% 1.28% 6.38%
2018 -0.74% 1.15% 3.63% -10.43%
2017 5.49% 3.25% 5.10% 4.38%
2016 0.32% 1.79% 4.03% 0.40%

2015 2.21% -0.44% -6.41% 3.46%
2014 1.62% 3.98% -1.58% 2.87%
2013 7.76% 0.58% 5.50% 7.34%
2012 9.67% -2.82% 5.16% 1.33%
2011 4.68% 0.51% -13.93% 9.47%
2010 4.60% -8.79% 10.71% 8.28%
2009 -9.32% 14.67% 14.30% 5.12%
2008 -8.32% -0.93% -9.36% -19.20%
2007 4.77% 3.36% -1.13% --

Rank in Category (By Total Return)

YTD 51
1-Month 69
3-Month 51
1-Year 27
3-Year 18
5-Year 29

Load Adjusted Returns

1-Year 5.16%
3-Year 5.91%
5-Year 12.74%
10-Year 7.64%

Performance & Risk

YTD Return -4.05%
5y Average Return 10.44%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Principal Funds
Net Assets 3.12B
YTD Return -0.94%
Yield 1.53%
Morningstar Rating
Inception Date Jan 16, 2007

Fund Summary

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.

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