Dow Down 0.62% Nasdaq Down 1.14%

Principal SAM Strategic Growth B (SBCAX)

20.29 Down 0.21(1.02%) Sep 22
Prev Close:20.29
YTD Return*:6.79%
Net Assets*:2.05B

* As of 31-Aug-14

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


  • No Headlines available for SBCAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Principal Equity Income Inst18.89N/A
Principal LargeCap Value Inst18.66N/A
Principal Large Cap Growth Inst17.70N/A
Principal Capital Appreciation Inst10.52N/A
Principal Diversified Intl Inst9.70N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.05B
Category:Large Blend
Annual Report Expense Ratio (net):1.56%

Performance & Risk

YTD Return:6.79%
5y Avg Return:13.33%
Rank in Category (ytd):81
% Rank in Category (ytd):4.97%
Beta (3y):1.06
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 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund and (2) 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
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