SRCCX Mutual Fund

SRCCX Mutual Fund (Principal California Municipal Fund Class C) is managed by Principal Funds with $13.0M in net assets. SRCCX expense ratio is 1.67%, holding 218 positions across sectors including Financials, Industrials, Utilities. Inception date: 2002-03-01.

SRCCX performance shows a YTD return of -0.42%. The 1-year return is 3.76% and the 5-year return is -0.92%. SRCCX dividend yield stands at 2.45%, paid monthly.

SRCCX top holdings include California Public Finance Authority 6.5% 06/01/2054 (2.5%), City Of Los Angeles Department Of Airports 4 05/15/2035 (1.9%), California Housing Finance Agency 3.75 03/25/2035 (1.8%), California Educational Facilities Authority 5 05/01/2045 (1.7%), State Of Maryland 5 08/01/2026 (1.7%). Go to all SRCCX holdings, SRCCX sectors, or SRCCX dividends.

SRCCX can be compared against other funds. Use SRCCX overlap to find shared positions, or SRCCX vs another fund for a side-by-side view. SRCCX alternatives are available via the screener, along with tax-loss harvesting opportunities.