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Mutual Fund Insights: Principal SAM Flexible Income A Fund (SAUPX)

In-depth Analysis of Principal SAM Flexible Income A Fund (SAUPX)

Mutual fund chart: Principal SAM Flexible Income A Fund (SAUPX)

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See Principal SAM Flexible Income A Fund (SAUPX) performance details as of February 28, 2010

  

    Last Trade: $10.95 on 3/19/2010, Change: -0.02 (-0.18%)
Experiment our closing price forecasting tool for Principal SAM Flexible Income A Fund (SAUPX) (alpha release)

  

Fund ManagerFund Manager - Dirk R. Laschanzky

Fund Manager Tenure: 0.9 years   [Similar Funds: SAIPX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Dirk R. Laschanzky is a portfolio manager for PGI, responsible for portfolio implementation strategies, asset allocation and managing the midcap value and index portfolios. Prior to joining PGI in 1997, Dirk R. Laschanzky was a portfolio manager and analyst for over seven years at AMR Investment Services. Dirk R. Laschanzky holds the Chartered Financial Analyst designation.  Get more insights on Dirk R. Laschanzky

  

What we like about Principal SAM Flexible Income A Fund (SAUPX) What we like about Principal SAM Flexible Income A Fund (SAUPX)

Data for Principal SAM Flexible Income A Fund (SAUPX) as of February 28, 2010

  • Principal SAM Flexible Income A Fund (SAUPX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Principal SAM Flexible Income A Fund (SAUPX) has good mid-term performance (3-year return 3.07% vs 0.52 % Conservative Allocation category average)
  • Principal SAM Flexible Income A Fund (SAUPX) has good Long-term performance (5-year return 3.99% vs 2.86 % Conservative Allocation category average)
  • Principal SAM Flexible Income A Fund (SAUPX) ratio of up-years vs down years is greater than 2
  • Principal SAM Flexible Income A Fund (SAUPX) has a Morningstar rating of 4 and above
  • Principal SAM Flexible Income A Fund (SAUPX) has an annual stock turnover rate of 11.40% vs Conservative Allocation average of 126.79%. It is good that Principal SAM Flexible Income A management does not trade extensively for its return.
  • Principal SAM Flexible Income A Fund (SAUPX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.62, lower than category average of 10.73
  • Principal SAM Flexible Income A Fund (SAUPX) has a lower management fee than its Conservative Allocation average: 0.74% vs 0.85%

  

What we are cautious about Principal SAM Flexible Income A Fund (SAUPX) What we are cautious about Principal SAM Flexible Income A Fund (SAUPX)

Data for Principal SAM Flexible Income A Fund (SAUPX) as of February 28, 2010

  • Principal SAM Flexible Income A Fund (SAUPX) management has been with Principal SAM Flexible Income A Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Principal SAM Flexible Income A Fund is a focused fund with 90.65% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Principal SAM Flexible Income A Fund (SAUPX) has a less-than-ideal short-term performance (1-year return 29.12% vs 30.03 % Conservative Allocation category average)
  • Principal SAM Flexible Income A Fund (SAUPX) carries a 3.75% load
See Principal SAM Flexible Income A Fund (SAUPX) performance details as of February 28, 2010

  

  

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Principal SAM Flexible Income A Fund (SAUPX) Net Asset

Track net asset change of Principal SAM Flexible Income A fund (SAUPX)

DateNet Asset
02/2010$825.74M
01/2010$402.55M
11/2009$401.78M
More historic net asset information on Principal SAM Flexible Income A Fund (SAUPX)

  

Principal SAM Flexible Income A Fund (SAUPX) Portfolio Allocation

Track portfolio allocation change of Principal SAM Flexible Income A fund (SAUPX)

DateCashStockBondOther
01/20105.53%26.9%62.04%0.58%
10/20095.2%27.36%61.74%5.7%
09/20094.02%28.27%61.71%6%
Click here to see more historic asset allocation information on Principal SAM Flexible Income A Fund (SAUPX)

  

Most Recent Top 10 Holdings in Principal SAM Flexible Income A Fund (SAUPX)

Discover what Principal SAM Flexible Income A Fund (SAUPX) manager is buying

31-Jan-10
Principal Government & High Qual Bd Inst [25.43%]
Principal Income Inst [23.13%]
Principal Short-Term Income Inst [8.81%]
Principal High Yield Inst [8.03%]
Principal Preferred Securities Inst [6.97%]
Principal Equity Income Inst [4.63%]
Principal Large Cap Growth II Inst [3.89%]
Principal Large Cap Growth Inst [3.75%]
Principal Large Cap Value III Inst [3.33%]
Principal Diversified Intl Inst [2.68%]

31-Oct-09
Principal Government & Hi Qual Bd Instl [25.04%]
Principal Income Inst [22.99%]
Principal Short-Term Income Inst [8.71%]
Principal High Yield Inst [8.06%]
Principal Preferred Securities Inst [7.14%]
Principal Equity Income Inst [4.59%]
Principal Large Cap Growth II Inst [3.99%]
Principal Large Cap Growth Inst [3.82%]
Principal Large Cap Value III Inst [3.39%]
Principal Diversified Intl Inst [2.84%]

30-Sep-09
Principal Government & Hi Qual Bd Instl [24.79%]
Principal Income Inst [22.83%]
Principal Short-Term Income Inst [8.62%]
Principal High Yield Inst [8.13%]
Principal Preferred Securities Inst [7.22%]
Principal Equity Income Inst [4.61%]
Principal Large Cap Growth II Inst [4.09%]
Principal Large Cap Growth Inst [3.95%]
Principal Large Cap Value III Inst [3.5%]
Principal Diversified Intl Inst [2.91%]
Click here for Stock Holding Change Map in Principal SAM Flexible Income A Fund (SAUPX)

  

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Latest News on Principal SAM Flexible Income A (SAUPX)

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