Principal Strategic Asset Management Strategic Growth Fund Class A
SACAX
NASDAQ
| Weiss Ratings | SACAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SACAX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Todd A. Jablonski (15), Brody Dass (3), Yesim Tokat-Acikel (2) | |||
| Website | -- | |||
| Fund Information | SACAX-NASDAQ | Click to Compare |
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| Fund Name | Principal Strategic Asset Management Strategic Growth Fund Class A | |||
| Category | Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 25, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | SACAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.84% | |||
| Dividend | SACAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.85% | |||
| Asset Allocation | SACAX-NASDAQ | Click to Compare |
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| Cash | 0.90% | |||
| Stock | 97.46% | |||
| U.S. Stock | 75.18% | |||
| Non-U.S. Stock | 22.28% | |||
| Bond | 1.56% | |||
| U.S. Bond | 1.53% | |||
| Non-U.S. Bond | 0.03% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.07% | |||
| Price History | SACAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.48% | |||
| 30-Day Total Return | -0.62% | |||
| 60-Day Total Return | 3.50% | |||
| 90-Day Total Return | 6.93% | |||
| Year to Date Total Return | 7.22% | |||
| 1-Year Total Return | 14.67% | |||
| 2-Year Total Return | 32.90% | |||
| 3-Year Total Return | 45.26% | |||
| 5-Year Total Return | 71.99% | |||
| Price | SACAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SACAX-NASDAQ | Click to Compare |
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| Nav | $23.90 | |||
| 1-Month Low NAV | $23.90 | |||
| 1-Month High NAV | $24.51 | |||
| 52-Week Low NAV | $19.71 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $24.93 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | SACAX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 15.06 | |||
| Balance Sheet | SACAX-NASDAQ | Click to Compare |
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| Total Assets | 2.33B | |||
| Operating Ratios | SACAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.13% | |||
| Turnover Ratio | 18.20% | |||
| Performance | SACAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.08% | |||
| Last Bear Market Total Return | -14.90% | |||