Principal SAM Conservative Growth J Fund (PCGJX - Free Report) seeks capital growth for the long run. PCGJX primarily operates as the fund of funds. PCGJX allocates its assets in fixed income funds as well as equity funds, which invest in securities of companies with different market-caps.
This Allocation Balanced product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 5.3% and 5 year 8.5%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
PCGJX’s performance, as of the last filing, when compared to funds in its category was in the top 32% over the past 1 year, and in the top 18% over the past 3 years and in the top 15% over the past 5 years.
The Principal SAM Conservative Growth J fund, as of the last filing, allocates their fund in top three major groups; Large Growth, Large Value and Foreign Stock. Further, as of the last filing, Principal Diversified International Fund, Principal Equity Income F and Principal Large Cap Value were the top holdings for PCGJX.
This Zacks Rank #1 (Strong Buy) was incepted in January 2007 and is managed by Principal Fin. PCGJX carries an expense ratio of 1.28% and requires a minimal initial investment of $100.
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