Principal SAM Conservative Growth R1
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-547-7754
| Category: | Moderate Allocation | | Fund Family: | Principal Funds | | Net Assets: | 2.21M | | Year-to-Date Return: | 16.25% | | Yield: | 1.73% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Jan-07 |
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Michael D. Meighan
Lead Manager since
01-Mar-03 | | | Meighan is a vice president and senior portfolio manager of Edge Asset Management, his employer since 1999. Between 1993 and 1999, he was employed at DADCO as a portfolio manager and senior analyst for its asset allocation product. Meighan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide a high level of total return (consisting of reinvestment of income with some capital appreciation). The portfolio generally invests at least 60% of the net assets in equity funds. It may invest up to 40% of the assets in any single equity fund, and may invest up to 30% of the assets in any single fixed-income fund as well as cash equivalents. |
| Last Dividend
(31-Dec-08):
| 0.21 | | Last Cap Gain
(10-Dec-08):
| 1.15 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.32% |
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| Expense | PCGGX | Category
Avg | | Total Expense Ratio: | 1.87%
| 1.02% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 588 | $631 | | 5 Yr Expense Projection*: |
$ 1,011 | $951 | | 10 Yr Expense Projection*: |
$ 2,190 | $1,858 |
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0.12% Nasdaq 
0.28%
Profile
