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Principal SAM Flexible Income C SCUPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.46  /  0.09 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.87%
  • Turnover 21%

Morningstar’s Analysis SCUPX

Will SCUPX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal SAM Flexible Income C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings SCUPX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 24
  • % Assets in Top 10 Holdings 81.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

30.18
724,980,068

Principal Bond Market Index Instl

15.72
377,458,550

Principal US Mega-Cap ETF

7.23
173,765,244

Principal Inflation Protection Inst

5.44
130,744,968

Principal Government & High Qual Bd Inst

4.33
104,090,770

Principal Capital Appreciation Inst

4.23
101,518,299

Principal Spectrum Pref&Cptl Scs IncR6

4.08
98,009,871

Principal Short-Term Income Inst

3.54
84,951,880

Principal High Yield R-6

3.42
82,041,047

Principal Equity Income Inst

3.29
79,008,783