Principal Strategic Asset Management Conservative Balanced Fund Class C (SCIPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.45
+0.01 (0.08%)
At close: Apr 2, 2026
Fund Assets1.89B
Expense Ratio1.82%
Min. Investment$1,000
Turnovern/a
Dividend (ttm)0.89
Dividend Yield7.19%
Dividend Growth167.94%
Payout FrequencyQuarterly
Ex-Dividend DateMar 31, 2026
Previous Close12.44
YTD Return-0.56%
1-Year Return8.76%
5-Year Return18.44%
52-Week Low11.60
52-Week High13.35
Beta (5Y)n/a
Holdings36
Inception DateMar 1, 2002

About SCIPX

The Principal Strategic Asset Management Conservative Balanced Fund Class C (SCIPX) 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.

Fund Family Principal Investors
Category Mix Tgt All Mod
Stock Exchange NASDAQ
Ticker Symbol SCIPX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR

Performance

SCIPX had a total return of 8.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.12%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
PCCIXInstitutional Class0.73%
PCBJXClass J0.87%
PCBFXR-50.97%
SAIPXClass A1.02%

Top 10 Holdings

69.44% of assets
NameSymbolWeight
Principal Core Fixed Income Fund Class R-6PICNX22.13%
Principal U.S. Mega-Cap ETFUSMC7.66%
Principal Bond Market Index Institutional ClassPNIIX6.19%
Principal Finisterre Emerging Markets Total Return Bond Fund Class InstitutionalPFUMX6.06%
Principal Equity Income Fund Institutional ClassPEIIX5.33%
Principal High Yield Fund Class R-6PHYFX4.78%
Principal Capital Appreciation Fund Institutional ClassPWCIX4.75%
Principal Government Money Market R-6PGWXX4.68%
Principal Global Emerging Markets Fund Class R6PIIMX4.05%
Principal International Equity Index Fund R6PFIEX3.82%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Mar 31, 2026$0.0211Mar 31, 2026
Dec 31, 2025$0.1417Dec 31, 2025
Dec 18, 2025$0.6786Dec 18, 2025
Sep 30, 2025$0.0279Sep 30, 2025
Jun 30, 2025$0.0248Jun 30, 2025
Mar 31, 2025$0.0191Mar 31, 2025
Full Dividend History