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Principal Fds, Inc. Strategic Asset Mgmt Conservative Growth Ptf Cl C: (MF: SCGPX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 05:52 PM ET
$17.38 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in September 1990 and is managed by WM Advisors, Inc. The fund seeks to provide long-term capital growth by primarily investing at least 60% of its net assets in the Equity Funds. The fund may invest up to 30% of its assets in each of the Short-term Income, U.S. Government Securities, Income, High Yield and Money Market Funds. The fund may also invest up to 40% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Mid Cap Stock, Small Cap Stock and International Growth Funds. The fund offers dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SAM Constv Gr C | SCGPX | NA | NA | 1.00 | 1.00 | 0.28 | 1.39 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SAM Constv Gr A | SAGPX | 19.80 | 7/24/1996 | 1.40 | 15.20 | 16.31 | 8.59 |
| Principal SAM Constv Gr C | SCGPX | 17.38 | 2/28/2002 | 0.85 | 14.27 | 15.37 | 7.74 |
| Principal SAM Constv Gr Inst | PCWIX | 18.99 | 1/19/2007 | 1.72 | 15.48 | 16.64 | 8.92 |
| Principal SAM Constv Gr J | PCGJX | 18.49 | 1/23/2007 | 1.64 | 15.36 | 16.50 | 8.76 |
| Principal SAM Constv Gr R3 | PCGPX | 18.49 | 1/19/2007 | 1.29 | 14.91 | 16.02 | 8.32 |
| Principal SAM Constv Gr R5 | PCWPX | 18.78 | 1/23/2007 | 1.51 | 15.26 | 16.39 | 8.65 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |