Back to top
Principal Fds, Inc. Strategic Asset Mgmt Strategic Gwth Ptf Cl A: (MF: SACAX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 06:12 PM ET
$23.95 USD
+0.14 (0.59%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in May 1995 and is managed by WM Advisors, Inc. The fund seeks to provide long-term capital growth by primarily investing at least 75% of its net assets in the Equity Funds. The fund may invest up to 25% of its assets in each of the Short-term Income, High Yield and Money Market Funds. The fund may also invest up to 50% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Mid Cap Stock, Small Cap Stock and International Growth Funds. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SAM Strat Gr A | SACAX | 5.50 | NA | 0.00 | 0.25 | 0.28 | 0.59 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SAM Strat Gr A | SACAX | 23.95 | 7/24/1996 | 1.06 | 16.50 | 18.12 | 9.75 |
| Principal SAM Strat Gr C | SWHCX | 19.74 | 2/28/2002 | 0.62 | 15.59 | 17.18 | 8.88 |
| Principal SAM Strat Gr R5 | PSGFX | 22.28 | 1/18/2007 | 1.18 | 16.58 | 18.19 | 9.83 |
| Principal SAM Strat Gr R3 | PSGPX | 22.15 | 1/18/2007 | 0.95 | 16.18 | 17.83 | 9.49 |
| Principal SAM Strat Gr Inst | PSWIX | 22.70 | 1/18/2007 | 1.37 | 16.89 | 18.50 | 10.10 |
| Principal SAM Strat Gr J | PSWJX | 22.20 | 1/18/2007 | 1.26 | 16.67 | 18.30 | 9.92 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal SAM Strat Gr A | SACAX | 1000 | 100 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |