About PSGPX
Principal SAM Strategic Growth Portfolio R-3 is a mutual fund designed to pursue long-term capital appreciation through a diversified, multi-asset allocation strategy. Functioning as a 'fund of funds,' it primarily invests between 75% and 100% of its assets in underlying equity funds, providing broad exposure to domestic, international, and emerging market equities. The remaining allocation may include specialty funds and, to a lesser extent, fixed income securities, real assets, and alternative investment strategies, offering additional diversification and potential risk mitigation. The portfolio’s asset mix is actively managed and periodically adjusted to reflect prevailing economic conditions and market opportunities. Typical targets are approximately 95% equity and 5% fixed income, positioning the fund within the aggressive allocation category. Holdings frequently include large-cap U.S. stocks, global blue chips, and thematic sector exposures such as infrastructure or natural resources. This diversified approach aims to capture growth while managing risk through broad sector, geographic, and asset class representation, making Principal SAM Strategic Growth Portfolio R-3 significant for investors seeking a professionally managed, all-in-one growth-oriented solution.
Fund Family Principal Funds
Category Allocation--85%+ Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PSGPX
Share Class R-3
Index Russell 3000 TR
PSGPX had a total return of 14.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.03%.
