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Principal SAM Flexible Income C (SCUPX)
11.64
-0.11
(-0.94%)
As of 8:09:23 AM EDT. Market Open.
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11.75 - YTD Return 1.12%
- Expense Ratio 1.80%
- Category Allocation--15% to 30% Equity
- Last Cap Gain 2.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 2.25B
- Beta (5Y Monthly) 0.71
- Yield 2.04%
- 5y Average Return --
- Holdings Turnover 19.80%
- Last Dividend 0.03
- Inception Date Jul 25, 1996
The Portfolios 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 invests: between 55% and 95% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; between 5% and 45% of its assets in equity funds, and less than 30% in any one equity fund; less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund.
Principal Funds
Fund Family
Allocation--15% to 30% Equity
Fund Category
2.25B
Net Assets
1996-07-25
Inception Date
Performance Overview: SCUPX
View MoreTrailing returns as of 4/10/2025. Category is Allocation--15% to 30% Equity.
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SCBPX Principal SAM Balanced C
14.88
-1.85%
SCGPX Principal SAM Conservative Growth C
15.93
-2.33%
SCIPX Principal SAM Conservative Bal C
11.77
-1.26%
SWHCX Principal SAM Strategic Growth C
17.55
-2.61%
SAUPX Principal SAM Flexible Income A
11.78
-0.93%
PGDCX Principal Diversified Income Fund
11.55
-0.09%
SAIPX Principal SAM Conservative Bal A
11.91
-1.33%
STCCX Principal Short-Term Income Fund
12.01
+0.08%
PRFCX Principal Spectrum Pref&Cptl Scs IncC
9.08
+0.44%
SAGPX Principal SAM Conservative Growth A
17.90
-2.29%
PEUCX Principal Equity Income Fund
34.85
-2.90%
SACAX Principal SAM Strategic Growth A
20.64
-2.64%
SABPX Principal SAM Balanced A
15.31
-1.86%
CCHIX Principal High Yield C
6.62
-0.15%
PRCEX Principal Real Estate Securities C
26.09
-1.92%
PFOCX PIMCO International Bond Fund (U.S. Dollar-Hedged)
9.81
+0.10%
Holdings: SCUPX
View MoreSector Weightings
SectorSCUPX
Financial Services 20.14%
Technology 20.00%
Consumer Cyclical 10.36%
Healthcare 10.25%
Industrials 8.99%
Communication Services 7.77%
Consumer Defensive 6.04%
Real Estate 5.48%
Energy 4.88%
Basic Materials 3.13%
Utilities 2.96%
Recent News: SCUPX
View MoreResearch Reports: SCUPX
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GMOIX GMO International Equity Fund
25.78
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SAISX SA International Small Company
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INIYX VanEck International Investors Gold Y
15.01
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INIIX VanEck International Investors Gold I
20.50
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FGADX Franklin Gold and Precious Metals Adv
26.73
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FGPMX Franklin Gold and Precious Metals R6
27.18
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FRGOX Franklin Gold and Precious Metals C
20.95
+4.65%
FKRCX Franklin Gold and Precious Metals A
24.34
+4.64%
USERX U.S. Global Investors Gold & Precious Metals Fund
15.15
+4.41%
FEURX First Eagle Gold R6
35.21
+3.83%
GEMNX GMO Emerging Markets R6
21.76
+3.52%
GEMEX GMO Emerging Markets I
21.71
+3.48%
SSHQX State Street Hedged Intl Dev Eq Idx K
115.04
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CADOX Columbia Minnesota Tax-Exempt Inst2
18.84
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CMNZX Columbia Minnesota Tax-Exempt Inst
18.85
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CNYZX Columbia Strat New York Muncpl Inc Inst
25.09
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CNTYX Columbia Strat New York Muncpl Inc Inst3
25.11
+2.99%
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.03
+2.96%
CCAZX Columbia Strat CA Muncpl Inc Inst
25.94
+2.85%
CCXYX Columbia Strategic California Municipal Income Fund
26.08
+2.84%
PTIMX Performance Trust Municipal Bond Instl
22.05
+2.04%
FSHCX Fidelity Select Health Care Svcs Port
117.98
+0.87%
APDIX Artisan International Fund
27.93
+0.79%
AIVGX American Funds International Vntg F-3
16.64
+0.79%
FGRSX Federated Hermes Intl Leaders R6
36.73
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FGFLX Federated Hermes Intl Leaders IS
36.79
+0.66%
NPSFX Nuveen Preferred Secs & Inc R6
15.20
+0.60%
ISCCX Federated Hermes Intl Small-Mid Co C
26.81
+0.56%
ISCAX Federated Hermes Intl Small-Mid Co A
39.73
+0.56%
ISCIX Federated Hermes Intl Small-Mid Co IS
41.04
+0.54%
NPSAX Nuveen Preferred Secs & Inc A
15.14
+0.53%
NPSRX Nuveen Preferred Secs & Inc I
15.16
+0.53%
UGTCX Victory Growth and Tax Strategy Fund
25.85
+0.51%
UGTAX Victory Growth and Tax Strategy Fund
26.07
+0.50%
UGTIX Victory Growth and Tax Strategy Fund
26.13
+0.50%
USBLX Victory Growth and Tax Strategy Fund
26.15
+0.50%
ICMPX Lazard International Quality Gr Instl
15.58
+0.45%
RCMPX Lazard International Quality Gr R6
15.59
+0.45%
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.72
+0.38%
GLIFX Lazard Global Listed Infrastructure Portfolio
16.14
+0.37%
FCIKX NYLI PineStone International Eq Inv Cl
15.67
+0.32%
FCIHX NYLI PineStone International Equity Cl P
15.73
+0.32%
FCIUX NYLI PineStone International Equity Cl I
15.74
+0.32%
GLFOX Lazard Global Listed Infrastructure Portfolio
16.15
+0.31%
AIFRX abrdn Global Infrastructure Instl
22.82
+0.26%
FCICX NYLI PineStone International Equity Cl C
15.51
+0.26%
FCIRX NYLI PineStone International Equity Cl A
15.68
+0.26%
FCIWX NYLI PineStone International Eq Cl R6
15.80
+0.25%
FNORX Fidelity Nordic
58.08
+0.19%
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.27
+0.18%
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.35
+0.18%
CNPIX Consumer Staples UltraSector ProFund Inv
74.21
+0.18%
CNPSX Consumer Staples UltraSector ProFund Svc
64.42
+0.17%
ARINX Archer Income
17.98
+0.17%
FTISX Fidelity Advisor Intl Small Cap M
29.87
+0.13%
VEGBX Vanguard Emerging Markets Bond Admiral
22.70
+0.13%
FISMX Fidelity International Small Cap
30.71
+0.13%
FPEAX First Trust Preferred Sec & Inc A
18.93
+0.11%
FICSX Fidelity Advisor Intl Small Cap C
28.79
+0.10%
FIASX Fidelity Advisor Intl Small Cap A
30.02
+0.10%
FIQIX Fidelity Advisor Intl Small Cap Z
30.88
+0.10%
FIXIX Fidelity Advisor Intl Small Cap I
30.92
+0.10%
MISMX Matthews EM Sm Coms Instl
20.92
+0.10%
MSMLX Matthews EM Sm Coms Inv
20.94
+0.10%
MIEIX MFS International Equity R6
34.07
+0.06%
FPEIX First Trust Preferred Sec & Inc I
19.12
+0.05%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
FPEFX First Trust Preferred Sec & Inc F
19.20
+0.05%
GILHX Guggenheim Limited Duration Instl
24.44
0.00%
RWSNX Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund
15.67
0.00%
CDSIX Calvert Short Duration Income Fund
15.72
0.00%
FTMCX First Trust Multi-Strategy Cl C
23.90
0.00%
CDSRX Calvert Short Duration Income R6
15.72
0.00%
FTMIX First Trust Multi-Strategy Cl I
23.86
0.00%
GIKRX Guggenheim Limited Duration R6
24.43
0.00%
GILPX Guggenheim Limited Duration P
24.43
0.00%
CSDAX Calvert Short Duration Income A
15.61
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GMODX GMO Opportunistic Income Fund
24.29
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FTMAX First Trust Multi-Strategy Cl A
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SDIVX Stock Dividend
19.04
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GILDX Guggenheim Limited Duration A
24.44
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BISRX Brandes International Small Cap Equity Fund
19.74
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BISMX Brandes International Small Cap Equity Fund
19.60
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BISAX Brandes International Small Cap Equity Fund
19.45
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CPIEX Counterpoint Tactical Equity I
23.15
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CPAEX Counterpoint Tactical Equity A
22.64
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CPCEX Counterpoint Tactical Equity C
21.13
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PTAOX Performance Trust Total Return Bd A
19.42
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PTIAX Performance Trust Total Return Bd Inst
19.40
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VGCAX Vanguard Global Credit Bond Admiral
18.75
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BINCX Brandes International Small Cap Equity Fund
18.58
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FOPIX Fidelity Advisor Intl Sm Cap Opps I
19.53
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FOPAX Fidelity Advisor Intl Sm Cap Opps A
19.14
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GIOSX Guggenheim Macro Opportunities R6
24.34
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GIOIX Guggenheim Macro Opportunities Instl
24.34
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GIOPX Guggenheim Macro Opportunities P
24.32
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GIOAX Guggenheim Macro Opportunities A
24.31
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FOPCX Fidelity Advisor Intl Sm Cap Opps C
17.80
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HJPSX Hennessy Japan Small Cap Investor
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