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

(NASDAQ Mutual Funds) As of Jun 7, 2024 08:00 PM ET

$19.22 USD

-0.09 (-0.47%)

Zacks MF Rank

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

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3-Hold of 5     3    

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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 Research Report

Fund Description

The fund was incepted in September 1990 and is managed by WM Advisors, Inc. The fund seeks to provide long-term capital growth by primarily investing at least 60% of its net assets in the Equity Funds. The fund may invest up to 30% of its assets in each of the Short-term Income, U.S. Government Securities, Income, High Yield and Money Market Funds. The fund may also invest up to 40% 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 quarterly and capital gains annually.

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 0.28 0.62

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SAM Constv Gr A SAGPX 19.22 7/24/1996 0.00 15.46 2.58 7.59
Principal SAM Constv Gr C SCGPX 17.14 2/28/2002 0.00 14.61 1.79 6.76
Principal SAM Constv Gr R1 PCGGX 18.13 1/23/2007 0.00 14.87 2.04 7.00
Principal SAM Constv Gr J PCGJX 18.09 1/23/2007 0.00 15.70 2.75 7.76
Principal SAM Constv Gr R3 PCGPX 18.09 1/19/2007 0.00 15.28 2.36 7.34
Principal SAM Constv Gr R5 PCWPX 18.32 1/23/2007 0.00 15.60 2.67 7.67
Principal SAM Constv Gr R4 PCWSX 18.45 1/23/2007 0.00 15.46 2.56 7.54
Principal SAM Constv Gr Inst PCWIX 18.49 1/19/2007 0.00 15.83 2.91 7.93

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