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Principal SAM Balanced C (SCBPX)

16.19 Up 0.04(0.25%) Jul 9
Prev Close:16.19
YTD Return*:4.81%
Net Assets*:4.88B
Yield*:0.89%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SCBPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Principal Income Inst13.38N/A
Principal Equity Income Inst12.49N/A
Principal LargeCap Value Inst10.44N/A
Principal Diversified Intl Inst9.21N/A
Principal Government & High Qual Bd Inst9.12N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:4.88B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.41%

Performance & Risk

YTD Return:4.81%
5y Avg Return:12.26%
Rank in Category (ytd):66
% Rank in Category (ytd):7.53%
Beta (3y):1.06
Morningstar Risk Rating:3

Fund Summary

The investment 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. The fund operates as a fund of funds. It: (1) Generally invests between 40% and 80% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; (2) Generally invests between 20% and 60% of its assets in equity funds, and less than 30% in any one equity fund; (3) Generally invests less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund. The fund may temporarily exceed these applicable percentage ranges for short periods. View More
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