SCIPX Mutual Fund
SCIPX Mutual Fund
SCIPX Mutual Fund
Principal Strategic Asset Management Conservative Balanced Portfolio Class C
SCIPX Mutual Fund Overview
SCIPX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class C) is managed by Principal Funds with $26.6M in net assets. SCIPX expense ratio is 1.82%, holding 34 positions across various sectors. Inception date: 2002-03-01.
SCIPX performance shows a YTD return of 4.18%. The 1-year return is 9.52% and the 5-year return is 3.30%. SCIPX dividend yield stands at 6.84%, paid quarterly.
SCIPX 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%). Go to all SCIPX holdings, SCIPX sectors, or SCIPX dividends.
SCIPX can be compared against other funds. Use SCIPX overlap to find shared positions, or SCIPX vs another fund for a side-by-side view. SCIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.