3 / 5 Stars
1 1 5 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#38 in Aggressive Allocation
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 19.65 percent over the past year, 11.54 percent over the past three years, 15.00 percent over the past five years, and 6.85 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||6.8%|
The investment seeks to provide long-term capital appreciation. The fund operates as a fund of funds. It: (1) Generally invests between 0% and 40% of its assets in fixed-income funds, and less than 30% in any one fixed-income fund; (2) Generally invests between 60% and 100% of its assets in equity funds, and less than 40% in any one equity fund; (3) Generally invests less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund. The fund may temporarily exceed the applicable percentage ranges for short periods.
Fees are Low compared to funds in the same category.
Principal Strategic Asset Management Conservative Growth has an expense ratio of 0.68 percent.
Risk is Average compared to funds in the same category according to Morningstar.