Principal SAM Conservative Growth R5 (PCWPX)
16.37 
0.13(0.80%) May 17
| Prev Close: | 16.24 |
|---|
| YTD Return*: | 4.83% |
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| Net Assets*: | 2.68B |
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| Yield*: | 1.70% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for PCWPX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Principal Equity Income Inst | 16.14 | N/A |
| Principal Diversified Intl Inst | 11.95 | N/A |
| Principal Large Cap Growth Inst | 9.66 | N/A |
| Principal Capital Appreciation Inst | 8.37 | N/A |
| Principal Income Inst | 6.79 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 2.68B |
| Category: | Aggressive Allocation |
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| Annual Report Expense Ratio (net): | 0.59% |
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Performance & Risk
| YTD Return: | 4.83% |
| 5y Avg Return: | 4.27% |
| Rank in Category (ytd): | 21 |
| % Rank in Category (ytd): | 4.59% |
| Beta (3y): | 1.35 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks to provide long-term capital appreciation.
The fund operates as a fund of funds. It: (1) Generally invests between 0% and 40% of its assets in fixed-income funds, and less than 30% in any one fixed-income fund; (2) Generally invests between 60% and 100% of its assets in equity funds, and less than 40% 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 the applicable percentage ranges for short periods.
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