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 $26.2M in net assets. SCIPX expense ratio is 1.82%, holding 34 positions across sectors including Unknown, Other. Inception date: 2002-03-01.
SCIPX performance shows a YTD return of 4.58%. The 1-year return is 10.37% and the 5-year return is 3.54%. SCIPX dividend yield stands at 6.65%, 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%). View all SCIPX holdings, sector breakdown, or dividend history.
SCIPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SCIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.