SABPX Mutual Fund
SABPX Mutual Fund
Principal Strategic Asset Management Balanced Portfolio Class A
SABPX Mutual Fund Overview
SABPX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Class A) is managed by Principal Funds with $2.19B in net assets. SABPX expense ratio is 1.05%, holding 36 positions across sectors including Unknown, Other. Inception date: 1996-07-25.
SABPX performance shows a YTD return of 7.19%. The 1-year return is 15.24% and the 5-year return is 6.50%. SABPX dividend yield stands at 9.78%, paid quarterly.
SABPX top holdings include Sun Life Core Fixed Income (11.8%), Principal U.S. Mega-Cap Etf (10.6%), Principal Capital Appreciation Inst (8.5%), Equity Income Fund (7.0%), Principal International Equity Etf (6.1%). View all SABPX holdings, sector breakdown, or dividend history.
SABPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SABPX alternatives are available via the screener, along with tax-loss harvesting opportunities.