SCBPX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Class C) is managed by Principal Funds with $91.2M in net assets. SCBPX expense ratio is 1.82%, holding 36 positions across sectors including Unknown, Other. Inception date: 2002-03-01.

SCBPX performance shows a YTD return of 6.75%. The 1-year return is 14.30% and the 5-year return is 5.67%. SCBPX dividend yield stands at 9.53%, 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%). View all SCBPX holdings, sector breakdown, or dividend history.

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