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SCUPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Principal SAM Flexible Income C (SCUPX) Ownership - Who owns Principal SAM Flexible Income C?

The investment seeks to provide a high level of total return (consisting of reinvestment of income with some capital appreciation)... Show more

Category: #Conservative Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SCUPX

Net Assets

2.24B

Fund Existence

over 23 years

Turnover

19.80

Total Expense Ratio

1.80

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.80

Assets in Top Ten Holdings

1.92B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

55.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.28

Modified Duration

N/A

No Load Fund

Number of Long Holdings

25.00

Number of Net Holdings

26.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.41

Weighting Top Ten Holdings

82.10%

Gain YTD

5.147

Annual Yield % from dividends

1.99

Returns for 1 year

6.88

Returns for 3 years

14.21

Returns for 5 years

8.07

Returns for 10 years

20.03

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Category ConservativeAllocation

Profile

Fundamentals

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