SCIPX Mutual Fund

SCIPX Mutual Fund (Principal Strategic Asset Management Conservative Balanced Portfolio Class C) is managed by Principal Funds with $24.9M in net assets. SCIPX expense ratio is 1.82%, holding 26 positions across various sectors. Inception date: 2002-03-01.

SCIPX performance shows a YTD return of 3.09%. The 1-year return is 4.36% and the 5-year return is -1.03%. SCIPX dividend yield stands at 1.70%, paid quarterly.

SCIPX 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 SCIPX holdings, SCIPX sectors, or SCIPX dividends.

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