SCUPX Mutual Fund

SCUPX Mutual Fund (Principal Strategic Asset Management Flexible Income Portfolio Class C) is managed by Principal Funds with $43.4M 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 1.89%. SCUPX dividend yield stands at 2.78%, 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%). 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.