SAIPX : Principal Strategic Asset Management Conservative Balanced Fund Class A

SAIPX is a Allocation Market All-In-One with MODERATE fees.

SAIPX

Principal Strategic Asset Management Conservative Balanced Fund Class A

FI Score

61 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

61% FI Score
  • saipx
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Conservative Balanced Fund Class A

Expenses: 0.63% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide a high level of total return (consisting of reinvestment of income and capital appreciation), consistent with a moderate degree of principal risk. 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.

Largest Holdings

Amount Holding
18.46% Principal Core Fixed Income R6
12.11% Principal Short-Term Income Inst
11.13% Principal Government & High Qual Bd Inst
8.12% Principal Equity Income Inst
7.52% Principal Diversified International R-6
6.74% Principal Blue Chip R-6
6.63% Principal US Mega-Cap Multi-Factor ETF
4.25% Principal Spectrum Pref&Cptl Scs IncR6
2.70% Principal Inflation Protection Inst
2.69% Principal Active Income ETF
2.63% Principal Edge MidCap R-6
2.55% Principal Diversified Real Asset R6
2.47% Principal Global Div Inc R-6
2.23% Principal High Yield R-6
1.94% Principal Global Real Estate Sec R6
1.89% Principal Active Global Dividend Inc ETF
1.35% Principal US Small Cap Mlt Fac Ind ETF
0.98% Principal Origin Emerging Markets R6
0.98% Principal Investment Grd Corp Actv ETF
0.87% Principal International Small CompanyR-6

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