SCUPX : Principal Strategic Asset Management Flexible Income Fund Class C

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

SCUPX

Principal Strategic Asset Management Flexible Income Fund Class C

FI Score

42 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

42% FI Score
  • scupx
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Flexible Income Fund Class C

Expenses: 1.37% (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 a high level of total return (consisting of reinvestment of income with some capital appreciation). 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.

Largest Holdings

Amount Holding
24.40% Principal Core Fixed Income R6
13.33% Principal Government & High Qual Bd Inst
13.18% Principal Short-Term Income Inst
6.96% Principal Active Global Dividend Inc ETF
6.38% Principal Equity Income Inst
6.25% Principal Inflation Protection Inst
5.37% Principal Spectrum Pref&Cptl Scs IncR6
4.53% Principal Global Div Inc R-6
4.28% Principal High Yield R-6
3.53% Principal US Mega-Cap Multi-Factor ETF
2.75% Principal Global Real Estate Sec R6
2.54% Principal Active Income ETF
1.88% Principal Blue Chip R-6
1.49% Principal Investment Grd Corp Actv ETF
1.41% Principal Edge MidCap R-6

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