SAGPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Principal SAM Conservative Growth A (SAGPX) Ownership - Who owns Principal SAM Conservative Growth A?

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

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

SAGPX

Net Assets

3.06B

Fund Existence

almost 29 years

Turnover

18.30

Total Expense Ratio

1.15

Front Load

5.50%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.15

Assets in Top Ten Holdings

2.38B

Average Credit Quality

Average Effective Duration

4.94

Average Effective Maturity

7.63

Fund of Funds

Yes

Fund Share Class Net Assets

1.64B

Fund Type

OpenEnd

Index Fund

Management Fee

0.28

Modified Duration

5.19

No Load Fund

Number of Long Holdings

25.00

Number of Net Holdings

26.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.53

Weighting Top Ten Holdings

75.54%

Gain YTD

-2.040

Annual Yield % from dividends

1.28

Returns for 1 year

1.50

Returns for 3 years

6.97

Returns for 5 years

24.83

Returns for 10 years

12.83

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details