Principal Strategic Asset Management Strategic Growth Fund R-2 Class (PSGVX)
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Principal Strategic Asset Management Strategic Growth Fund R-2 Class
Principal Financial Group
711 High Street
Des Moines, IA 50392
800-222-5852
Management Information
Gregory L. Tornga,Lead Manager since October 1, 2017
Greg is head of fixed income at Edge Asset Management (EDGE) and also serves as a portfolio manager. He joined EDGE in 2011 and has been in the investment industry since 2002. Previously, Greg was a senior vice president for Payden & Rygel Investment Management in Los Angeles, where he served as the Head of Investment Grade Credit Strategy. He received an MBA from the Argyros School of Business & Economics at Chapman University, and a Bachelor's degree from the University of Michigan. Mr. Tornga has earned the right to use the Chartered Financial Analyst Designation.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryAllocation--85%+ Equity
Fund FamilyPrincipal Funds
Net Assets2.08B
YTD Return4.68%
Yield0.80%
Morningstar Rating★★★
Inception DateJan 15, 2007
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover19.90%
Average for CategoryN/A
Fees & Expenses
ExpensePSGVXCategory Average
Annual Report Expense Ratio (net)1.62%0.74%
Prospectus Net Expense Ratio1.62%N/A
Prospectus Gross Expense Ratio1.62%N/A
Max 12b1 Fee0.30%N/A
Max Front End Sales LoadN/A5.00%
Max Deferred Sales LoadN/A1.42%
3 Yr Expense Projection511N/A
5 Yr Expense Projection881N/A
10 Yr Expense Projection1,922N/A
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