About SAGPX
Principal SAM Conservative Growth Portfolio Class A is a mutual fund structured as a fund of funds, aiming to provide long-term capital appreciation. Its strategy centers on investing primarily in other mutual funds and exchange-traded funds (ETFs), largely from Principal Funds, Inc. and Principal Exchange-Traded Funds, with allocations across equity, fixed income, and specialty asset classes. Classified under the "Moderately Aggressive Allocation" category, the portfolio blends growth potential with a level of risk management by tracking a custom blended index composed of 60% Russell 3000 Index (U.S. equities), 20% MSCI EAFE Index (international equities), and 20% Bloomberg Aggregate Bond Index (U.S. bonds).
This portfolio leverages diversification across sectors and geographies by including underlying funds focused on large-cap U.S. equities, fixed income, dividend-oriented strategies, and global exposure. Led by a team of experienced managers, it attracts investors seeking an integrated investment solution that balances growth objectives with prudent risk, making it a core holding within strategic asset allocation approaches for retirement or long-term financial planning.
Fund Family Principal Funds
Category Allocation--70% to 85% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol SAGPX
Share Class Class A
Index Russell 3000 TR
SAGPX had a total return of 12.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.57%.
