About PSGFX
Principal SAM Strategic Growth Portfolio R-5 Class is a multi-asset, open-end mutual fund designed with an aggressive allocation strategy focused on achieving long-term capital appreciation. Structured as a fund of funds, it primarily allocates between 75% and 100% of its assets to equity funds, emphasizing broad diversification across U.S. and international equities, as well as select specialty and alternative investments. The portfolio maintains a target allocation of approximately 95% equity and 5% fixed income, offering exposure to asset classes such as large-cap, mid-cap, and small-cap stocks, international and emerging market equities, as well as alternative assets like real estate, infrastructure, and commodities. The fund is actively managed, with portfolio adjustments made in response to evolving market and economic conditions through a disciplined, risk-managed investment process. By leveraging this diverse mix, the Principal SAM Strategic Growth Portfolio R-5 Class serves investors seeking significant growth potential and diversified exposure to global equity markets, while retaining a modest allocation to fixed income and alternative strategies for added balance and portfolio resilience.
Fund Family Principal Funds
Category Allocation--85%+ Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PSGFX
Share Class R-5
Index Russell 3000 TR
PSGFX had a total return of 14.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.35%.
