• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.13% Nasdaq Up 0.14%

    Principal SAM Conservative Growth Inst (PCWIX)

    16.04 Up 0.02(0.12%) May 26
    Prev Close:16.02
    YTD Return*:1.02%
    Net Assets*:3.05B

    * As of 30-Apr-16

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


    • No Headlines available for PCWIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Large Cap Growth Inst11.93N/A
    Principal Diversified Intl Inst11.24N/A
    Principal Equity Income Inst11.22N/A
    Principal Global Multi-Strategy Instl9.75N/A
    Principal LargeCap Value Inst8.95N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.05B
    Category:Allocation--70% to 85% Equity
    Annual Report Expense Ratio (net):0.31%

    Performance & Risk

    YTD Return:1.02%
    5y Avg Return:6.69%
    Rank in Category (ytd):61
    % Rank in Category (ytd):12.47%
    Beta (3y):1.28
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide long-term capital appreciation. The fund operates as fund of funds. It generally invests: between 0% and 40% of its assets in fixed-income funds, and less than 30% in any one fixed-income fund; between 60% and 100% of its assets in equity funds that invest in small, medium, and large market capitalization companies, and less than 40% in any one equity fund; and less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund. View More
    Your browser doesn't support canvas
    Submit Feedback