Principal SAM Conservative Growth R5 (PCWPX)
16.37 0.13(0.80%) May 17
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for PCWPX at this time.
|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|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.59%|
Performance & Risk
|5y Avg Return:||4.27%|
|Rank in Category (ytd):||21|
|% Rank in Category (ytd):||4.59%|
|Morningstar Risk Rating:||3|
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. View More