| Principal SAM Balanced R4 PSBLX |
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| Release date as of 2024-09-30. Data on page is subject to change. |
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| Growth of $10,000 |
from 2014-01-01
to 2024-09-30 |
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Investment: |
Principal SAM Balanced R4 |
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Benchmark 1: |
Morningstar Mod Tgt Risk TR USD |
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Benchmark 2: |
Morningstar Mod Tgt Risk TR USD |
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Category: |
Moderate Allocation |
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This graph presents historical performance for the investment as well as an index and/or peer group. If the investment, index and/or peer group have performed similarly, the line representing the fund will overlay the index and/or peer group. Therefore, the line(s) representing the index and/or peer group history may be hidden.
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| Calendar Year Total Returns |
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2014 |
2015 |
2016 |
2017 |
2018 |
2019 |
2020 |
2021 |
2022 |
2023 |
09-24 |
| Total return % |
6.3 |
-1.3 |
6.2 |
14.6 |
-5.5 |
19.6 |
10.8 |
13.1 |
-16.5 |
15.5 |
13.2 |
| Morningstar Mod Tgt Risk TR USD |
4.9 |
-1.8 |
8.6 |
14.7 |
-4.8 |
19.0 |
12.8 |
10.2 |
-14.8 |
13.2 |
11.5 |
| Morningstar Mod Tgt Risk TR USD |
4.9 |
-1.8 |
8.6 |
14.7 |
-4.8 |
19.0 |
12.8 |
10.2 |
-14.8 |
13.2 |
11.5 |
| Category |
6.2 |
-1.9 |
7.3 |
13.2 |
-5.8 |
19.2 |
11.7 |
13.9 |
-13.6 |
13.8 |
12.3 |
| % Rank in Cat |
49 |
49 |
62 |
33 |
48 |
48 |
61 |
56 |
75 |
29 |
32 |
| # of Funds |
866 |
940 |
810 |
810 |
775 |
697 |
673 |
710 |
757 |
754 |
738 |
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| Data through 2024-09-30 |
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| Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown. |
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YTD |
1 Year |
3 Year |
5 Year |
10 Year |
Since Inception |
| Investment |
13.23 |
24.40 |
4.54 |
7.53 |
6.65 |
6.17 |
| Morningstar Mod Tgt Risk TR USD |
11.45 |
22.04 |
3.61 |
7.07 |
6.49 |
--- |
| Morningstar Mod Tgt Risk TR USD |
11.45 |
22.04 |
3.61 |
7.07 |
6.49 |
--- |
| Category |
12.27 |
21.99 |
4.89 |
8.01 |
6.89 |
6.50 |
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| Morningstar Rating |
--- |
--- |
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# of compared
Moderate Allocation
funds covered
(3 yrs : out of
682
funds)
(5 yrs : out of
643
funds)
(10 yrs : out of
491
funds)
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Quarterly Trailing Average Annualized Total Returns |
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| YTD |
1-Year |
3-Year |
5-Year |
10-Year |
Since Inception |
| Total Avg. Ann. Return % |
13.23 |
24.40 |
4.54 |
7.53 |
6.65 |
6.17 |
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Total Annual Operating Expense
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1.16%
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| Prospectus Net Expense Ratio |
1.16%
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| Maximum Sales Charge |
--- |
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| The total annual operating expense shown is before management fee waivers or expense caps. For more information on waivers/reimbursements, please see the prospectus. The total annual operating expense is also referred to as the prospectus gross expense ratio. |
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Type |
Date |
% |
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--- |
--- |
--- |
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| Performance information may reflect historical or current expense waivers or reimbursements, without which, performance would have been lower. |
© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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