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Principal Fds, Inc. Strategic Asset Mgmt Conservative Growth Ptf Cl C: (MF: SCGPX)

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

$18.40 USD

-0.05 (-0.27%)

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 SCGPX

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 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 C SCGPX NA NA 1.00 1.00 0.27 1.37

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SAM Constv Gr A SAGPX 21.25 7/24/1996 1.29 11.60 17.08 8.37
Principal SAM Constv Gr C SCGPX 18.40 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 C SCGPX 1000 100 0 A

Contact Information

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