SAIPX Mutual Fund

SAIPX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class A) is managed by Principal Funds with $509.0M in net assets. SAIPX expense ratio is 1.02%, holding 34 positions across various sectors. Inception date: 1996-07-25.

SAIPX performance shows a YTD return of 4.73%. The 1-year return is 10.40% and the 5-year return is 4.14%. SAIPX dividend yield stands at 7.52%, paid quarterly.

SAIPX top holdings include Core Fixed Income Fund (20.4%), Principal U.S. Mega-Cap Etf (8.1%), Finisterre Emerging Markets Total Return Bond Fund (6.8%), Bond Market Index Fund (6.3%), Equity Income Fund (5.4%). Go to all SAIPX holdings, SAIPX sectors, or SAIPX dividends.

SAIPX can be compared against other funds. Use SAIPX overlap to find shared positions, or SAIPX vs another fund for a side-by-side view. SAIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.