SAIPX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class A) is managed by Principal Funds with $511.2M in net assets. SAIPX expense ratio is 1.02%, holding 34 positions across sectors including Unknown, Other. Inception date: 1996-07-25.

SAIPX performance shows a YTD return of 5.04%. The 1-year return is 11.25% and the 5-year return is 4.36%. SAIPX dividend yield stands at 7.19%, paid quarterly.

SAIPX top holdings include Sun Life Core Fixed Income (22.1%), Principal U.S. Mega-Cap Etf (7.7%), Principal Bond Market Index Institutional Class (6.2%), Finisterre Emerging Markets Total Return Bond Fund (6.1%), Equity Income Fund (5.3%). View all SAIPX holdings, sector breakdown, or dividend history.

SAIPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.