SRCMX Mutual Fund

NAV$9.25

AUM$333M

TER0.85%

Holdings214

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SRCMX Mutual Fund

NAV$9.25

Principal California Municipal Fund Class A

AUM$333M

TER0.85%

Holdings214

See how much of SRCMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of SRCMX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SRCMX Mutual Fund Sector Allocation

SRCMX sector allocation breaks down across Financials (32.9%), Utilities (4.5%), Industrials (3.9%), Health Care (1.0%), Consumer Discretionary (0.3%). Across 214 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SRCMX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SRCMX by country shows geographic exposure. SRCMX overlap reveals how sector exposure compares with other funds.