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PSWIX Principal SAM Strategic Growth Inst

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Fund PSWIX Principal SAM Strategic Growth Inst TAAIX Thrivent Aggressive Allocation S  
100% 89%
Annual Fees
(1.04% Exp. Ratio)
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.28% annual return
$34,194.52 $36,329.67
Est. savings over 30 yrs +$2,135.15
As of 12/31/16
1 YR RETURN 6.05%
3 YR 4.17%
5 YR 10.69%
10 YR 5.15%
1 YR RETURN 10.03%
3 YR 5.20%
5 YR 10.89%
10 YR 5.39%
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 long-term capital growth. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 75%-100% of its assets in equity securities, and 0%-25% in debt securities. The fund may also enter into credit default swap agreements on security indexes. It may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.

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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".

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