Nasdaq - Delayed Quote USD

Principal SAM Conservative Bal A (SAIPX)

11.71 -0.01 (-0.09%)
At close: 6:46 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Pershing FundCenter
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Raymond James
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • TD Ameritrade Institutional
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • LPL SWM
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)
  • Avantax
  • Allowab (non-advisory)

Fund Summary

The fund operate as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Principal Funds
Net Assets 1.81B
YTD Return 3.58%
Yield 2.19%
Morningstar Rating
Inception Date Jan 16, 2007

Performance & Risk

YTD Return 0.25%
5y Average Return 4.00%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

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