SCBPX Mutual Fund

SCBPX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Class C) is managed by Principal Funds with $93.0M in net assets. SCBPX expense ratio is 1.82%, holding 36 positions across various sectors. Inception date: 2002-03-01.

SCBPX performance shows a YTD return of 6.68%. The 1-year return is 13.48% and the 5-year return is 5.51%. SCBPX dividend yield stands at 9.56%, paid quarterly.

SCBPX 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%). Go to all SCBPX holdings, SCBPX sectors, or SCBPX dividends.

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