Back to top
more

Principal Fds, Inc.strategic Asset Mgmt Conserv Gwth Ptf Cl A: (MF: SAGPX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:59 PM ET

$21.12 USD

-0.06 (-0.28%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for SAGPX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

The fund is a fund of funds that invests principally in funds and exchange-traded funds (ETFs) of Principal Funds, Inc. and Principal Exchange-Traded Funds (Underlying Funds). It classifies each Underlying Fund as fixed-income, equity, or specialty and allocates assets within predetermined ranges based on its outlook for the economy, financial markets, and relative valuations. Diversification aims to moderate volatility and cushion sector losses. It generally invests 0%-40% in fixed-income, 60%-100% in equity, and under 20% in specialty, with per-fund limits, and may temporarily exceed or alter these ranges.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal SAM Constv Gr A SAGPX 5.50 NA 0.00 0.25 0.27 0.59

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SAM Constv Gr A SAGPX 21.12 7/24/1996 1.29 11.60 17.08 8.37
Principal SAM Constv Gr C SCGPX 18.52 2/28/2002 0.79 10.72 16.18 7.52
Principal SAM Constv Gr J PCGJX 19.86 1/23/2007 1.51 11.80 17.26 8.54
Principal SAM Constv Gr R3 PCGPX 19.80 1/19/2007 1.19 11.35 16.80 8.11
Principal SAM Constv Gr R5 PCWPX 20.16 1/23/2007 1.39 11.66 17.15 8.44
Principal SAM Constv Gr Inst PCWIX 20.43 1/19/2007 1.59 11.96 17.43 8.70

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SAM Constv Gr A SAGPX 1000 100 0 A

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343