Principal SAM Conservative Bal R1 (PCSSX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for PCSSX at this time.
|Symbol||% Assets||YTD Return %|
|Principal Income Inst||21.31||N/A|
|Principal Government & High Qual Bd Inst||15.48||N/A|
|Principal Equity Income Inst||8.36||N/A|
|Principal Large Cap Value Inst||7.12||N/A|
|Principal Diversified Intl Inst||6.34||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.20%|
Performance & Risk
|5y Avg Return:||11.92%|
|Rank in Category (ytd):||56|
|% Rank in Category (ytd):||7.34%|
|Morningstar Risk Rating:||3|
The investment seeks to provide a high level of total return (consisting of reinvestment of income and capital appreciation), consistent with a moderate degree of principal risk.
The fund operates as a fund of funds. It: (1) Generally invests between 40% and 80% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; (2) Generally invests between 20% and 60% of its assets in equity funds, and less than 30% in any one equity fund; (3) Generally invests less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund. The fund may temporarily exceed these percentage ranges for short periods. View More