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Nasdaq - Delayed Quote USD

Principal SAM Strategic Growth R1 (PSGGX)

23.47
+0.12
+(0.51%)
As of November 22 at 8:00:58 PM EST. Market Open.
Loading Chart for PSGGX
  • Previous Close 23.35
  • YTD Return 14.63%
  • Expense Ratio 1.72%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.37B
  • Beta (5Y Monthly) 1.28
  • Yield 0.37%
  • 5y Average Return --
  • Holdings Turnover 27.20%
  • Last Dividend 0.08
  • Inception Date Jan 16, 2007

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.

Principal Funds

Fund Family

Allocation--85%+ Equity

Fund Category

2.37B

Net Assets

2007-01-16

Inception Date

Performance Overview: PSGGX

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Trailing returns as of 11/21/2024. Category is Allocation--85%+ Equity.

YTD Return

PSGGX
14.63%
Category
13.38%
 

1-Year Return

PSGGX
31.14%
Category
40.77%
 

3-Year Return

PSGGX
4.06%
Category
13.59%
 

5-Year Return

PSGGX
9.73%
Category
13.52%
 

Holdings: PSGGX

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Sector Weightings

SectorPSGGX
Technology   19.72%
Healthcare   11.01%
Industrials   10.66%
Real Estate   4.46%
Energy   4.31%
Utilities   3.38%

Recent News: PSGGX

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Research Reports: PSGGX

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