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Principal SAM Conservative Bal R1 (PCSSX)

11.91 0.00(0.00%) Apr 17
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Prev Close:11.91
YTD Return*:1.61%
Net Assets*:1.55B
Yield*:1.45%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for PCSSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Principal Income Inst21.31N/A
Principal Government & High Qual Bd Inst15.48N/A
Principal Equity Income Inst8.36N/A
Principal Large Cap Value Inst7.12N/A
Principal Diversified Intl Inst6.34N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.55B
Category:Conservative Allocation
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:1.61%
5y Avg Return:11.92%
Rank in Category (ytd):56
% Rank in Category (ytd):7.34%
Beta (3y):0.77
Morningstar Risk Rating:3

Fund Summary

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
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