SACAX Mutual Fund
SACAX Mutual Fund
Principal Strategic Asset Management Strategic Growth Portfolio Class A
SACAX Mutual Fund Overview
SACAX Mutual Fund (Principal Strategic Asset Management Strategic Growth Portfolio Class A) is managed by Principal Funds with $1.45B in net assets. SACAX expense ratio is 1.11%, holding 21 positions across various sectors. Inception date: 1996-07-25.
SACAX performance shows a YTD return of 10.29%. The 1-year return is 20.49% and the 5-year return is 9.15%. SACAX dividend yield stands at 10.80%, paid annually.
SACAX top holdings include Principal U.S. Mega-Cap Etf (14.9%), Principal Capital Appreciation Fund (13.4%), Equity Income Fund (11.9%), Global Emerging Markets Fund (11.2%), Overseas Fund (8.1%). View all SACAX holdings, sector breakdown, or dividend history.
SACAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SACAX alternatives are available via the screener, along with tax-loss harvesting opportunities.