Nasdaq - Delayed Quote USD
Principal SAM Balanced C (SCBPX)
14.88
-0.28
(-1.85%)
As of 8:09:23 AM EDT. Market Open.
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- Previous Close
15.16 - YTD Return -0.38%
- Expense Ratio 1.86%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 24.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 4.47B
- Beta (5Y Monthly) 1.01
- Yield 1.05%
- 5y Average Return --
- Holdings Turnover 17.30%
- Last Dividend 0.17
- Inception Date Mar 1, 2002
The fund operates as funds of funds and generally invests: between 20% and 60% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; between 40% and 80% of its assets in equity funds, and less than 30% in any one equity fund; and less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund.
Principal Funds
Fund Family
Allocation--50% to 70% Equity
Fund Category
4.47B
Net Assets
2002-03-01
Inception Date
Performance Overview: SCBPX
View MoreTrailing returns as of 4/10/2025. Category is Allocation--50% to 70% Equity.
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Holdings: SCBPX
View MoreSector Weightings
SectorSCBPX
Technology 20.38%
Financial Services 19.88%
Consumer Cyclical 10.79%
Healthcare 10.09%
Industrials 9.83%
Communication Services 7.63%
Consumer Defensive 5.41%
Real Estate 5.04%
Energy 4.37%
Basic Materials 3.57%
Utilities 3.02%
Recent News: SCBPX
View MoreResearch Reports: SCBPX
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