Principal SAM Conservative Growth R2
Principal Funds Inc Principal Financial Group 711 High St Des Moines, IA 50392
Phone: 800-547-7754
| Category: |
Large Blend |
| Fund Family: |
Principal Funds |
| Net Assets: |
2.74M |
| Year-to-Date Return: |
-3.41% |
| Yield: |
1.49% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
16-Jan-07 |
|
Dirk Laschanzky
Lead Manager since
04-May-09 |
|
| Laschanzky is a portfolio manager for PGI, responsible for portfolio implementation strategies, asset allocation and managing the midcap value and index portfolios. Prior to joining PGI in 1997, he was a portfolio manager and analyst for over seven years at AMR Investment Services. Laschanzky holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks to provide a high level of total return (consisting of reinvestment of income with some capital appreciation). The portfolio generally invests at least 60% of the net assets in equity funds. It may invest up to 40% of the assets in any single equity fund, and may invest up to 30% of the assets in any single fixed-income fund as well as cash equivalents. |
| Last Dividend
(31-Dec-09):
|
0.17 |
| Last Cap Gain
(10-Dec-08):
|
1.15 |
| Annual Holdings Turnover
|
4.20% |
| Average for Category:
|
80.36% |
|
| Expense |
PCGVX |
Category
Avg |
| Total Expense Ratio: |
1.74%
|
1.10% |
| Max 12b1 Fee: |
0.30%
|
N/A |
| Max Front End Sales Load: |
%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$548 |
$768 |
| 5 Yr Expense Projection*: |
$944 |
$1,311 |
| 10 Yr Expense Projection*: |
$2,052 |
$2,413 |
|
|
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