SCUPX Mutual Fund
SCUPX Mutual Fund
Principal Strategic Asset Management Flexible Income Portfolio Class C
SCUPX Mutual Fund Overview
SCUPX Mutual Fund (Principal Strategic Asset Management Flexible Income Portfolio Class C) is managed by Principal Funds with $42.9M in net assets. SCUPX expense ratio is 1.79%, holding 33 positions across various sectors. Inception date: 2002-03-01.
SCUPX performance shows a YTD return of 3.01%. The 1-year return is 7.62% and the 5-year return is 2.19%. SCUPX dividend yield stands at 2.75%, paid monthly.
SCUPX top holdings include Sun Life Core Fixed Income (29.1%), Finisterre Emerging Markets Total Return Bond Fund (7.9%), Principal Government Money Market Fund - Class R-6 (7.0%), Principal Bond Market Index Institutional Class (6.3%), Principal U.S. Mega-Cap Etf (5.2%). View all SCUPX holdings, sector breakdown, or dividend history.
SCUPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SCUPX alternatives are available via the screener, along with tax-loss harvesting opportunities.