Back to top
more

Principal Fds, Inc. Strategic Asset Mgmt Flexible Income Ptf Cl C: (MF: SCUPX)

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

$12.74 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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 1.84 77
3 months 0.68 79
6 months 2.38 84
1 Year 9.43 76
3 Year 6.83 93
5 Year 2.24 95
10 Year 3.78 90

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 37.96
Bear Market (10/07 - 2/09) -19.94
Bull Market (2/09 - 3/21) 150.10

Load Adjusted Returns as of Apr 30, 2026

1 Year 5.75
5 Year 2.17
10 Year 3.63
Since Inception 4.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.59 NA NA NA
2025 1.11 3.05 3.29 0.94
2024 2.10 0.38 5.13 -2.07
2023 2.84 0.87 -2.95 7.45
2022 -5.03 -8.66 -4.02 3.22
2021 0.54 3.62 -0.46 1.89

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.848.665.528.18-14.075.665.7512.19-3.177.055.64
% Total Return Rel to Index 3.73-9.55-19.49-18.054.12-23.01-12.65-19.291.21-14.74-6.28
% Total Return Rel to Peer -0.69-2.75-3.42-2.93-2.70-4.44-1.89-2.122.21-3.800.16
% Perf Quintile vs Peer* 4.005.005.004.004.004.004.004.002.005.003.00
% Dividends 0.060.250.240.210.190.140.170.230.240.220.22
% Yield 2.001.881.922.061.651.021.251.791.931.671.78
Capital Gains ($) 0.000.090.000.000.000.530.110.050.480.080.05
Expense Ratio 0.001.381.381.401.381.361.371.371.371.361.41

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