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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.82
+0.03 (0.23%)
At close: Feb 13, 2026
Fund Assets1.88B
Expense Ratio1.87%
Min. Investment$1,000
Turnovern/a
Dividend (ttm)0.89
Dividend Yield6.96%
Dividend Growth170.91%
Payout FrequencyQuarterly
Ex-Dividend DateDec 31, 2025
Previous Close12.79
YTD Return2.48%
1-Year Return11.19%
5-Year Return20.62%
52-Week Low10.84
52-Week High12.84
Beta (5Y)n/a
Holdings37
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 11.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.77%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
PCCIXInstitutional Class0.76%
PCBJXClass J0.91%
PCBFXR-51.00%
SAIPXClass A1.07%

Top 10 Holdings

71.01% of assets
NameSymbolWeight
Principal Core Fixed Income Fund Class R-6PICNX22.59%
Principal U.S. Mega-Cap ETFUSMC8.51%
Principal Bond Market Index Institutional ClassPNIIX6.35%
Principal Finisterre Emerging Markets Total Return Bond Fund Class InstitutionalPFUMX5.61%
Principal High Yield Fund Class R-6PHYFX5.31%
Principal Equity Income Fund Institutional ClassPEIIX5.06%
Principal Government Money Market R-6PGWXX5.00%
Principal Capital Appreciation Fund Institutional ClassPWCIX4.80%
Principal International Equity Index Fund R6PFIEX3.91%
Principal Inflation Protection Fund Institutional ClassPIPIX3.88%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
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
Dec 31, 2024$0.1274Dec 31, 2024
Full Dividend History