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Principal Fds, Inc. Strategic Asset Mgmt Flexible Incm Ptf Cl A: (MF: SAUPX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 06:03 PM ET

$12.90 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.18 74
3 months 0.96 73
6 months 2.84 74
1 Year 10.36 73
3 Year 7.69 87
5 Year 3.05 91
10 Year 4.59 79

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 43.57
Bear Market (10/07 - 2/09) -19.16
Bull Market (2/09 - 3/21) 184.89

Load Adjusted Returns as of Apr 30, 2026

1 Year 3.69
5 Year 2.22
10 Year 4.05
Since Inception 4.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.38 NA NA NA
2025 1.39 3.21 3.46 1.13
2024 2.28 0.66 5.28 -1.85
2023 3.11 1.07 -2.80 7.66
2022 -4.86 -8.46 -3.87 3.38
2021 0.65 3.79 -0.18 2.06

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.189.506.399.05-13.466.436.6613.08-2.417.806.48
% Total Return Rel to Index 3.94-8.71-18.63-17.184.74-22.25-11.74-18.411.97-13.99-5.45
% Total Return Rel to Peer -0.48-1.90-2.56-2.07-2.08-3.67-0.98-1.232.97-3.041.00
% Perf Quintile vs Peer* 4.004.004.003.004.004.003.004.002.004.003.00
% Dividends 0.090.350.330.300.280.240.260.330.330.310.31
% Yield 2.782.652.702.892.481.781.962.572.702.412.52
Capital Gains ($) 0.000.090.000.000.000.530.110.050.480.080.05
Expense Ratio 0.000.590.590.610.600.590.600.610.600.590.64

* 1 = Top 20%, 5 = Bottom 20%