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Principal Strategic Asset Management Strategic Growth Fund Class A (SACAX)

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24.70 -0.04    -0.16%
27/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.36B
Principal SAM Strategic Growth A 24.70 -0.04 -0.16%

Principal Strategic Asset Management Strategic Growth Fund Class A Overview

 
Find basic information about the Principal Strategic Asset Management Strategic Growth Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SACAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US74254V4142)
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Rating
1-Year Change25.57%
Prev. Close24.74
Risk Rating
TTM Yield0.73%
ROE25.32%
IssuerPrincipal Funds
Turnover17.40%
ROA10.83%
Inception Date35271
Total Assets1.36B
Expenses0.60%
Min. Investment1,000
Market Cap118.65B
CategoryAllocation - - 85%+ Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1152 1023 1319 1146 1639 2290
Fund Return 15.17% 2.34% 31.89% 4.64% 10.39% 8.64%
Place in category 40 41 40 25 55 45
% in Category 15 18 14 17 25 27

Top Equity Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 15.15B 18.77 5.53 12.65
  Principal Equity Income Inst 7.75B 16.28 6.02 9.73
  Principal Large Cap S&P 500 Index I 6.34B 20.82 8.89 12.81
  Principal Preferred Securities Inst 4.38B 9.49 1.29 4.30
  Principal Real Estate Securities In 3.96B 9.90 -0.07 7.08

Top Funds for Allocation--85%+ Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Portfolio A 11.86B 17.19 3.03 10.33
  JHVIT Strategic Equity Allocation T 7.3B 14.61 5.76 9.52
  JPMorgan Investor Growth A 4.72B 14.43 5.12 9.23
  Franklin Mutual Shares Z 4.36B 12.82 6.41 6.47
  Franklin Mutual Shares A 2.93B 12.56 6.15 6.20

Top Holdings

Name ISIN Weight % Last Change %
Principal Capital Appreciation Inst - 14.72 - -
Principal US Mega-Cap ETF - 13.80 - -
Principal Equity Income Inst - 12.55 - -
Principal Large Cap Value III Inst - 9.25 - -
Principal Blue Chip R6 - 8.39 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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