Nasdaq - Delayed Quote USD
Principal SAM Strategic Growth R5 (PSGFX)
20.55
+0.04
+(0.20%)
At close: 8:07:00 AM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Schwab Institutional
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- RBC Wealth Management-Advisory Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation Matrix
- Schwab All (Retail, Instl, Retirement)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
Fund Summary
The Portfolios operate as funds of funds. It generally invests: between 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund; less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund; such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.
Fund Overview
| Category | Allocation--85%+ Equity |
| Fund Family | Principal Funds |
| Net Assets | 2.2B |
| YTD Return | -1.28% |
| Yield | 1.07% |
| Morningstar Rating | |
| Inception Date | Jan 16, 2007 |
Performance & Risk
| YTD Return | -2.70% |
| 5y Average Return | 12.88% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
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