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

(NASDAQ Mutual Funds) As of Oct 9, 2026 06:03 PM ET

$12.77 USD

+0.02 (0.16%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.69 77
3 months 0.36 85
6 months 1.00 86
1 Year 6.53 73
3 Year 8.14 83
5 Year 2.70 91
10 Year 4.38 83

* 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) 189.08

Load Adjusted Returns as of Aug 31, 2026

1 Year 4.52
5 Year 2.27
10 Year 4.20
Since Inception 4.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.38 4.03 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 3.689.506.399.05-13.466.436.6613.08-2.417.806.48
% Total Return Rel to Index -7.15-8.71-18.63-17.184.74-22.25-11.74-18.411.97-13.99-5.45
% Total Return Rel to Peer -2.94-1.90-2.56-2.07-2.08-3.67-0.98-1.232.97-3.041.00
% Perf Quintile vs Peer* 4.004.004.003.004.004.003.004.002.004.003.00
% Dividends 0.170.350.330.300.280.240.260.330.330.310.31
% Yield 1.172.652.973.082.481.781.962.572.702.412.52
Capital Gains ($) 0.000.090.000.000.000.530.110.050.480.080.05
Expense Ratio 0.590.590.590.610.600.590.600.610.600.590.64

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