Nasdaq - Delayed Quote USD
Principal SAM Strategic Growth R1 (PSGGX)
23.47
+0.12
+(0.51%)
At close: November 22 at 8:00:58 PM EST
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
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- UBS Financial Services Inc
- Protected Investors of America
- E TRADE Financial
- H&R Block Financial Advisors Inc
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Scottrade Load
- EP Fee Small
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- (Junk)CommonWealth PPS
- Edward Jones
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Federated TrustConnect
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- ETrade No Load Fee
- ETrade Load Fee
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Robert W. Baird & Co.
- WFA MF Advisory Updated 12.5.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- EP Comm Small
- EP Comm Large
- EP Fee Large
- Firstrade
- Scottrade TF
- Scottrade NTF
- TIAA-CREF Brokerage Services
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Met Life Resources MFSP Alliance List
- HD Vest - Vest Advisor
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 12.1.23
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- Securities America Inc.
- Vanguard Load
- Vanguard TF
- Morgan Stanley Portfolio Management
- Merrill Edge
- DailyAccess Corporation Matrix
- LPL SWM - 10.24.2024
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- 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 | 2.37B |
| YTD Return | 14.63% |
| Yield | 0.37% |
| Morningstar Rating | |
| Inception Date | Jan 16, 2007 |
Performance & Risk
| YTD Return | 18.59% |
| 5y Average Return | 10.23% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
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