SRCMX Mutual Fund (Principal California Municipal Fund Class A) is managed by Principal Funds with $357.0M in net assets. SRCMX expense ratio is 0.85%, holding 218 positions across sectors including Other, Financials, Utilities. Inception date: 1989-07-25.

SRCMX performance shows a YTD return of 1.57%. The 1-year return is 5.87% and the 5-year return is 0.20%. SRCMX dividend yield stands at 3.28%, paid monthly.

SRCMX 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 SRCMX holdings, sector breakdown, or dividend history.

SRCMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRCMX alternatives are available via the screener, along with tax-loss harvesting opportunities.