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Principal Fds, Inc. Strategic Asset Mgmt Strategic Gwth Ptf Cl A: (MF: SACAX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$22.54 USD
+0.06 (0.27%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in May 1995 and is managed by WM Advisors, Inc. The fund seeks to provide long-term capital growth by primarily investing at least 75% of its net assets in the Equity Funds. The fund may invest up to 25% of its assets in each of the Short-term Income, High Yield and Money Market Funds. The fund may also invest up to 50% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Mid Cap Stock, Small Cap Stock and International Growth Funds. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SAM Strat Gr A | SACAX | 5.50 | NA | 0.00 | 0.25 | 0.28 | 0.63 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SAM Strat Gr A | SACAX | 22.54 | 7/24/1996 | 0.00 | 17.90 | 3.40 | 9.04 |
| Principal SAM Strat Gr C | SWHCX | 19.08 | 2/28/2002 | 0.00 | 16.93 | 2.58 | 8.17 |
| Principal SAM Strat Gr R5 | PSGFX | 21.09 | 1/18/2007 | 0.00 | 18.04 | 3.49 | 9.12 |
| Principal SAM Strat Gr R1 | PSGGX | 21.27 | 1/23/2007 | 0.00 | 17.25 | 2.85 | 8.39 |
| Principal SAM Strat Gr R4 | PSGLX | 21.29 | 1/18/2007 | 0.00 | 17.83 | 3.36 | 8.99 |
| Principal SAM Strat Gr R3 | PSGPX | 20.96 | 1/18/2007 | 0.00 | 17.64 | 3.17 | 8.78 |
| Principal SAM Strat Gr Inst | PSWIX | 21.41 | 1/18/2007 | 0.00 | 18.30 | 3.75 | 9.40 |
| Principal SAM Strat Gr J | PSWJX | 21.02 | 1/18/2007 | 0.00 | 18.12 | 3.57 | 9.20 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |