SCUPX Mutual Fund

SCUPX Mutual Fund

NAV$12.63
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Showing the top 10 of 26 holdings · as of Aug 31, 2026
Top 10 weight
75.23%
SCUPX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
PICNX
Income Fund
26.69%		26.7%67,101,424$568.35M
2
PFUMX
Prin-Fi Em T-Ins
9.31%		36.0%20,699,874$198.30M
3DebtPrincipal International Bond R-6
7.56%		43.6%16,156,000$161.08M
4
USMC
Principal U.S. Mega-Cap Etf
6.10%		49.7%1,703,095$129.81M
5DebtPrincipal Bond Market Index Institutional Class
5.92%		55.6%14,811,668$126.05M
6
PSHIX
Principal Short-Term Income Fund Institutional Class
5.58%		61.2%9,879,213$118.75M
7
PIPIX
Inflation Protection Fund
4.84%		66.0%13,377,130$103.14M
8
PEIIX
Principal Equity Income Inst
3.51%		69.5%1,617,810$74.71M
9
PHYFX
High Yield Fund
2.93%		72.4%9,510,570$62.39M
10
PREF
Principal Spectrum Preferred Securities Active Etf
2.79%		75.2%3,150,000$59.41M
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SCUPX Mutual Fund Top Holdings

SCUPX holdings top 10 positions. The top 10 holdings account for 75.2% of the fund, led by Income Fund at 26.7%, Prin-Fi Em T-Ins at 9.3%, Principal International Bond R-6 at 7.6%.

SCUPX portfolio concentration is relatively high, with the top 10 representing 75.2% of total assets.

SCUPX sectors provide a detailed breakdown. SCUPX overlap shows how holdings compare to other funds in your portfolio.