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Principal Fds, Inc. Strategic Asset Mgmt Conservative Growth Ptf Cl C: (MF: SCGPX)
(NASDAQ Mutual Funds) As of Dec 18, 2025 06:13 PM ET
$17.02 USD
-2.18 (-11.35%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in September 1990 and is managed by WM Advisors, Inc. The fund seeks to provide long-term capital growth by primarily investing at least 60% of its net assets in the Equity Funds. The fund may invest up to 30% of its assets in each of the Short-term Income, U.S. Government Securities, Income, High Yield and Money Market Funds. The fund may also invest up to 40% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Mid Cap Stock, Small Cap Stock and International Growth Funds. The fund offers dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SAM Constv Gr C | SCGPX | NA | NA | 1.00 | 1.00 | 0.28 | 1.39 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SAM Constv Gr A | SAGPX | 22.01 | 7/24/1996 | 1.11 | 10.66 | 14.44 | 9.35 |
| Principal SAM Constv Gr C | SCGPX | 17.02 | 2/28/2002 | 0.53 | 9.84 | 13.55 | 8.50 |
| Principal SAM Constv Gr Inst | PCWIX | 21.27 | 1/19/2007 | 1.40 | 11.00 | 14.78 | 9.69 |
| Principal SAM Constv Gr J | PCGJX | 20.75 | 1/23/2007 | 1.33 | 10.81 | 14.62 | 9.52 |
| Principal SAM Constv Gr R3 | PCGPX | 20.69 | 1/19/2007 | 1.04 | 10.40 | 14.15 | 9.09 |
| Principal SAM Constv Gr R5 | PCWPX | 21.01 | 1/23/2007 | 1.24 | 10.74 | 14.51 | 9.42 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |