SCGPX Mutual Fund

SCGPX Mutual Fund (Principal Strategic Asset Management Conservative Growth Portfolio Class C) is managed by Principal Funds with $68.3M in net assets. SCGPX expense ratio is 1.85%, holding 27 positions across various sectors. Inception date: 2002-03-01.

SCGPX performance shows a YTD return of 8.71%. The 1-year return is 16.58% and the 5-year return is 7.11%. SCGPX dividend yield stands at 13.28%, paid annually.

SCGPX top holdings include Principal U.S. Mega-Cap Etf (14.4%), Principal Capital Appreciation Fund (11.6%), Global Emerging Markets Fund (8.1%), Equity Income Fund (7.5%), Principal International Equity Etf (7.5%). Go to all SCGPX holdings, SCGPX sectors, or SCGPX dividends.

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