SCBPX : Principal Strategic Asset Management Balanced Portfolio Class C

SCBPX is a Allocation Market All-In-One with HIGH fees.

SCBPX

Principal Strategic Asset Management Balanced Portfolio Class C

FI Score

44 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

44% FI Score
  • scbpx
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Balanced Portfolio Class C

Expenses: 1.38% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks to provide as high a level of total return (consisting of reinvested income and capital appreciation) as is consistent with reasonable risk. 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.

Largest Holdings

Amount Holding
12.20% Principal Equity Income Inst
12.08% Principal Core Fixed Income R6
10.89% Principal Diversified International R-6
10.79% Principal US Mega-Cap Multi-Factor ETF
9.68% Principal Blue Chip R-6
8.30% Principal Short-Term Income Inst
7.28% Principal Government & High Qual Bd Inst
4.74% Principal Active Global Dividend Inc ETF
3.80% Principal Edge MidCap R-6
2.97% Principal Diversified Real Asset R6
2.83% Principal Spectrum Pref&Cptl Scs IncR6
2.55% Principal Global Real Estate Sec R6
2.22% Principal US Small Cap Mlt Fac Ind ETF
1.61% Principal Inflation Protection Inst
1.49% Principal High Yield R-6
1.43% Principal Origin Emerging Markets R6
1.42% Principal Active Income ETF
1.29% Principal International Small CompanyR-6
0.68% Principal Investment Grd Corp Actv ETF

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo