SRCCX Mutual Fund

SRCCX Mutual Fund (Principal California Municipal Fund Class C) is managed by Principal Funds with $12.1M in net assets. SRCCX expense ratio is 1.67%, holding 214 positions across sectors including Financials, Utilities, Industrials. Inception date: 2002-03-01.

SRCCX performance shows a YTD return of -0.62%. The 1-year return is 2.76% and the 5-year return is -0.97%. SRCCX dividend yield stands at 2.67%, 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 St Eductnl Facs Auth Re 5% Apr 01, 2051 (1.7%), Los Angeles Cnty Calif Pub Wks 5.5% Dec 01, 2054 (1.6%), San Diego County Regional Airport Authority 4 07/01/2038 (1.6%). 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.