Nasdaq - Delayed Quote USD

Principal SAM Conservative Bal C (SCIPX)

12.09
-0.17
(-1.39%)
As of 8:08:58 AM EDT. Market Open.
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  • Previous Close 12.26
  • YTD Return 2.55%
  • Expense Ratio 1.83%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.85B
  • Beta (5Y Monthly) 0.84
  • Yield 1.47%
  • 5y Average Return --
  • Holdings Turnover 19.90%
  • Last Dividend 0.02
  • Inception Date Jan 16, 2007

The fund operate as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.

Principal Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

1.85B

Net Assets

2007-01-16

Inception Date

More about Principal SAM Conservative Bal C

Performance Overview: SCIPX

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Trailing returns as of 4/2/2025. Category is Allocation--30% to 50% Equity.

YTD Return

SCIPX
2.55%
Category
5.91%
 

1-Year Return

SCIPX
8.74%
Category
18.59%
 

3-Year Return

SCIPX
3.11%
Category
8.56%
 

5-Year Return

SCIPX
4.58%
Category
7.44%
 

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Holdings: SCIPX

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Sector Weightings

SectorSCIPX
Financial Services   19.92%
Technology   19.77%
Consumer Cyclical   10.67%
Healthcare   9.98%
Industrials   9.78%
Communication Services   7.53%
Real Estate   5.98%
Consumer Defensive   5.39%
Energy   4.47%
Basic Materials   3.49%
Utilities   3.01%
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Recent News: SCIPX

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Research Reports: SCIPX

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