SCUPX Mutual Fund
SCUPX Mutual Fund
SCUPX Mutual Fund
Principal Strategic Asset Management Flexible Income Portfolio Class C
SCUPX Mutual Fund Overview
SCUPX Mutual Fund (Principal Strategic Asset Management Flexible Income Portfolio Class C) is managed by Principal Funds with $40.6M in net assets. SCUPX expense ratio is 1.79%, holding 25 positions across various sectors. Inception date: 2002-03-01.
SCUPX performance shows a YTD return of 0.83%. The 1-year return is 1.81% and the 5-year return is 1.89%. SCUPX dividend yield stands at 2.11%, paid monthly.
SCUPX top holdings include Income Fund (26.7%), Prin-Fi Em T-Ins (9.3%), Principal International Bond R-6 (7.6%), Principal U.S. Mega-Cap Etf (6.1%), Principal Bond Market Index Institutional Class (5.9%). Go to all SCUPX holdings, SCUPX sectors, or SCUPX dividends.
SCUPX can be compared against other funds. Use SCUPX overlap to find shared positions, or SCUPX vs another fund for a side-by-side view. SCUPX alternatives are available via the screener, along with tax-loss harvesting opportunities.