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PSGFX Principal SAM Strategic Growth R5

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Fund PSGFX Principal SAM Strategic Growth R5 AOVIX American Century One Choice VryAgrsv Inv  
100% 93%
Annual Fees
(1.30% Exp. Ratio)
(1.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
$31,037.13 $33,585.94
Est. savings over 30 yrs +$2,548.81
As of 10/31/16
1 YR RETURN 1.14%
3 YR 4.46%
5 YR 9.71%
10 YR 4.95%
1 YR RETURN 1.41%
3 YR 4.77%
5 YR 9.83%
10 YR 5.47%
The investment seeks to provide long-term capital appreciation. The fund operates as a fund of funds. It generally invests between 75% and 100% of its assets in equity funds that invest in small, medium, and large market capitalization companies, and less than 50% in any one equity fund; less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund.
The investment seeks the highest total return consistent with its asset mix. The fund invests in other American Century Investments mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. Its asset allocation strategy generally invests in equity securities. However, if the portfolio managers believe it is prudent, the fund may invest a portion of its assets in fixed-income securities and cash equivalent securities. The fund invests 100% of assets in underlying funds that invest in stocks.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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