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

(NASDAQ Mutual Funds) As of Jun 10, 2026 06:20 PM ET

$12.87 USD

-0.09 (-0.69%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.73 72
3 months 1.64 81
6 months 4.84 73
1 Year 12.90 84
3 Year 10.16 93
5 Year 3.72 97
10 Year 5.39 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) 215.55

Load Adjusted Returns as of May 31, 2026

1 Year 7.70
5 Year 3.31
10 Year 4.93
Since Inception 4.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.87 NA NA NA
2025 0.56 4.30 3.92 1.24
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.7310.367.7310.79-15.488.498.2314.55-4.7010.125.09
% Total Return Rel to Index -2.65-7.85-17.28-15.452.71-20.18-10.16-16.93-0.31-11.66-6.83
% Total Return Rel to Peer -0.96-2.80-3.89-3.17-1.73-4.68-3.04-4.210.86-3.02-1.25
% Perf Quintile vs Peer* 4.005.005.005.003.005.005.005.003.005.005.00
% Dividends 0.020.210.180.160.140.120.120.160.180.180.15
% Yield 0.151.531.581.641.210.830.921.231.521.411.28
Capital Gains ($) 0.000.680.150.000.270.700.140.160.540.320.12
Expense Ratio 0.001.391.381.421.381.371.371.381.371.361.38

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