4 / 5 Stars
4 4 5 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 200 Conservative 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 9.95 percent over the past year, 7.93 percent over the past three years, 5.67 percent over the past five years, and 5.34 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||3.5%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||5.7%|
|10 Years (Annualized)||5.3%|
The investment seeks to provide a high level of total return (consisting of reinvestment of income with some capital appreciation). The fund operates as a fund of funds. It: (1) Generally invests between 55% and 95% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; (2) Generally invests between 5% and 45% of its assets in equity funds, and less than 30% 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 these percentage ranges for short periods.
Fees are High compared to funds in the same category.
Principal SAM Flexible Income Fund has an expense ratio of 1.08 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.