SRCMX Mutual Fund

SRCMX Mutual Fund (Principal California Municipal Fund Class A) is managed by Principal Funds with $333.3M in net assets. SRCMX expense ratio is 0.85%, holding 214 positions across sectors including Financials, Utilities, Industrials. Inception date: 1989-07-25.

SRCMX performance shows a YTD return of -0.29%. The 1-year return is 3.40% and the 5-year return is -0.26%. SRCMX dividend yield stands at 3.55%, 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 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 SRCMX holdings, SRCMX sectors, or SRCMX dividends.

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