Morningstar

Principal Strategic Asset Management Flexible Income Fund Class C SCUPX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $12.64  /  −0.16 %
  • Fund Size $2.1B
  • Adjusted Expense Ratio 1.790%
  • Net Expense Ratio 1.380%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.09%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis SCUPX

Will SCUPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCUPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCUPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCUPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SAM Flexible Income C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SCUPX

More SCUPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

26.54 549M
—

Principal Finisterre EmMkts TR Bd Instl

9.26 191M
—

Principal International Bond R-6

7.63 158M
—

Principal Bond Market Index Instl

7.22 149M
—

Principal US Mega-Cap ETF

6.32 131M
—

Principal Short-Term Income Inst

5.66 117M
—

Principal Inflation Protection Inst

4.81 100M
—

Principal Equity Income Inst

3.44 71M
—

Principal High Yield R-6

2.88 60M
—

Principal Spectrum Pref Secs Actv ETF

2.80 58M
—

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