SRCCX Mutual Fund
SRCCX Mutual Fund
Principal California Municipal Fund Class C
SRCCX Mutual Fund Overview
SRCCX Mutual Fund (Principal California Municipal Fund Class C) is managed by Principal Funds with $13.4M in net assets. SRCCX expense ratio is 1.67%, holding 218 positions across sectors including Other, Financials, Utilities. Inception date: 2002-03-01.
SRCCX performance shows a YTD return of 1.28%. The 1-year return is 5.19% and the 5-year return is -0.53%. SRCCX dividend yield stands at 2.57%, paid monthly.
SRCCX top holdings include California Public Finance Authority 6.5% 06/01/2054 (2.5%), California Housing Finance Agency, Municipal Certificate Revenue Bonds, Class A Series 2021-2 (1.8%), California Educational Facilities Authority (1.7%), San Diego County Regional Airport Authority 0.04 07/01/2038 (1.6%), California Health Facilities Financing Authority Revenue (kaiser Permanente) Put (1.6%). View all SRCCX holdings, sector breakdown, or dividend history.
SRCCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRCCX alternatives are available via the screener, along with tax-loss harvesting opportunities.