SAIPX Mutual Fund

SAIPX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class A) is managed by Principal Funds with $500.6M in net assets. SAIPX expense ratio is 1.02%, holding 26 positions across various sectors. Inception date: 1996-07-25.

SAIPX performance shows a YTD return of 3.71%. The 1-year return is 5.20% and the 5-year return is 4.11%. SAIPX dividend yield stands at 2.53%, paid quarterly.

SAIPX top holdings include Income Fund (16.9%), Principal U.S. Mega-Cap Etf (8.7%), Principal Bond Market Index Institutional Class (6.5%), Prin-Fi Em T-Ins (6.4%), Principal Equity Income Inst (5.3%). Go to all SAIPX holdings, SAIPX sectors, or SAIPX dividends.

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