3 / 5 Stars
4 3 5 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#49 in Conservative Allocation
U.S. News evaluated 201 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 9.91 percent over the past year, 8.13 percent over the past three years, 5.77 percent over the past five years, and 6.62 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.7%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||5.8%|
|10 Years (Annualized)||6.6%|
The investment seeks to provide a high level of total return (consisting of reinvestment of income and capital appreciation), consistent with a moderate degree of principal risk. The fund operates as a fund of funds. It: (1) Generally invests between 40% and 80% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; (2) Generally invests between 20% and 60% 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 Above Average compared to funds in the same category.
Principal Strategic Asset Management Conservative Balanced Portfolio has an expense ratio of 0.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.