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Principal Fds, Inc. Strategic Asset Mgmt Conservative Bal Ptf Cl C: (MF: SCIPX)

(NASDAQ Mutual Funds) As of Dec 18, 2025 06:13 PM ET

$12.60 USD

-0.63 (-4.76%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 10.25 82
3 months 2.91 71
6 months 7.68 79
1 Year 7.46 82
3 Year 8.74 83
5 Year 4.32 97
10 Year 4.97 96

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 54.78
Bear Market (10/07 - 2/09) -29.99
Bull Market (2/09 - 3/21) 200.96

Load Adjusted Returns as of Nov 30, 2025

1 Year 6.10
5 Year 5.05
10 Year 5.12
Since Inception 4.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.56 4.30 3.92 NA
2024 3.40 0.69 5.23 -1.67
2023 3.39 2.10 -3.18 8.39
2022 -5.63 -10.10 -4.67 4.50
2021 1.72 4.61 -0.97 2.96
2020 -11.91 10.13 3.99 7.27

Annual Return

20252024202320222021202020192018201720162015
% Total Return 10.247.7310.79-15.488.498.2314.55-4.7010.125.09-1.92
% Total Return Rel to Index -7.25-17.28-15.452.71-20.18-10.16-16.93-0.31-11.66-6.83-3.31
% Total Return Rel to Peer -2.54-3.89-3.17-1.73-4.68-3.04-4.210.86-3.02-1.250.40
% Perf Quintile vs Peer* 0.000.005.003.005.005.005.003.005.004.004.00
% Dividends 0.070.180.160.140.120.120.160.180.180.150.12
% Yield 0.501.411.601.210.830.921.231.521.411.281.04
Capital Gains ($) 0.000.150.000.270.700.140.160.540.320.120.47
Expense Ratio 1.391.381.421.381.371.371.381.371.361.381.38

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