SCBPX Mutual Fund

SCBPX Mutual Fund (Principal Strategic Asset Management Balanced Portfolio Class C) is managed by Principal Funds with $87.8M in net assets. SCBPX expense ratio is 1.82%, holding 28 positions across various sectors. Inception date: 2002-03-01.

SCBPX performance shows a YTD return of 6.25%. The 1-year return is 7.98% and the 5-year return is 5.48%. SCBPX dividend yield stands at 1.27%, paid quarterly.

SCBPX top holdings include Principal U.S. Mega-Cap Etf (12.2%), Income Fund (8.6%), Principal Capital Appreciation Sel Etf (8.4%), Principal Equity Income Inst (7.2%), Overseas Fund (5.5%). Go to all SCBPX holdings, SCBPX sectors, or SCBPX dividends.

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