Back to top
Principal Fds, Inc. Strategic Asset Mgmt Strategic Gwth Ptf Cl A: (MF: SACAX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$23.34 USD
+0.18 (0.78%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in May 1995 and is managed by WM Advisors, Inc. The fund seeks to provide long-term capital growth by primarily investing at least 75% of its net assets in the Equity Funds. The fund may invest up to 25% of its assets in each of the Short-term Income, High Yield and Money Market Funds. The fund may also invest up to 50% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Mid Cap Stock, Small Cap Stock and International Growth Funds. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SAM Strat Gr A | SACAX | 5.50 | NA | 0.00 | 0.25 | 0.28 | 0.60 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SAM Strat Gr A | SACAX | 23.34 | 7/24/1996 | 0.87 | 10.78 | 11.14 | 12.41 |
| Principal SAM Strat Gr C | SWHCX | 19.81 | 2/28/2002 | 0.30 | 9.93 | 10.22 | 11.52 |
| Principal SAM Strat Gr R5 | PSGFX | 22.08 | 1/18/2007 | 1.02 | 10.80 | 11.18 | 12.48 |
| Principal SAM Strat Gr R3 | PSGPX | 21.96 | 1/18/2007 | 0.67 | 10.46 | 10.86 | 12.13 |
| Principal SAM Strat Gr Inst | PSWIX | 22.46 | 1/18/2007 | 1.18 | 11.08 | 11.46 | 12.76 |
| Principal SAM Strat Gr J | PSWJX | 22.01 | 1/18/2007 | 1.08 | 10.90 | 11.30 | 12.58 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |