SCUPX Mutual Fund
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 $42.1M 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 2.36%. The 1-year return is 6.76% and the 5-year return is 1.92%. SCUPX dividend yield stands at 2.75%, paid monthly.
SCUPX top holdings include Core Fixed Income Fund (29.5%), Finisterre Emerging Markets Total Return Bond Fund (9.6%), Other Net Assets (6.8%), Bond Market Index Fund (6.1%), Principal U.S. Mega-Cap Etf (5.5%). Go to all SCUPX holdings, SCUPX sectors, or SCUPX dividends.
SCUPX can be compared against other funds. Use SCUPX overlap to find shared positions, or SCUPX vs another fund for a side-by-side view. SCUPX alternatives are available via the screener, along with tax-loss harvesting opportunities.