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PSGFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Principal SAM Strategic Growth R5 (PSGFX) Ownership - Who owns Principal SAM Strategic Growth R5?

The investment seeks to provide long-term capital appreciation... Show more

Category: #Aggressive Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PSGFX

Net Assets

2.24B

Fund Existence

over 18 years

Turnover

18.20

Total Expense Ratio

1.07

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.07

Assets in Top Ten Holdings

1.85B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

32.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.28

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

21.00

Number of Net Holdings

22.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.53

Weighting Top Ten Holdings

79.52%

Gain YTD

2.182

Annual Yield % from dividends

1.07

Returns for 1 year

2.02

Returns for 3 years

19.82

Returns for 5 years

43.50

Returns for 10 years

16.70

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General Information

Category AggressiveAllocation

Profile

Fundamentals

Details