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Principal Strategic Asset Management Flexible Income Fund Class A (SAUPX)
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07/10 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 870.83M
Principal SAM Flexible Income A
12.85
-0.01
-0.08%
- Overview
- Profile
- Historical Data
- Holdings
SAUPX Overview
Find basic information about the Principal Strategic Asset Management Flexible Income Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SAUPX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Last Update:
Rating
1-Year Change4.64%
Prev. Close12.86
Risk Rating
TTM Yield2.72%
ROE28.56%
IssuerN/A
Turnover24.50%
ROA12.61%
Inception Date35271
Total Assets870.83M
Expenses0.59%
Min. Investment1,000
Market Cap189.09B
CategoryAllocation - - 15% to 30% Equity
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Performance
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1066 | 1041 | 1060 | 1210 | 1189 | 1529 |
| Fund Return | 6.59% | 4.1% | 6.04% | 6.57% | 3.52% | 4.34% |
| Place in category | 41 | 45 | 44 | 35 | 35 | 26 |
| % in Category | 36 | 41 | 38 | 38 | 40 | 34 |
Top Equity Funds by Principal Funds
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 16.51B | 7.49 | 16.73 | 13.01 | ||
| Principal Equity Income Inst | 7.33B | 10.43 | 12.84 | 11.17 | ||
| Principal Large Cap S&P 500 Index I | 7.05B | 10.70 | 19.34 | 14.41 | ||
| Principal Preferred Securities Inst | 3.72B | 5.34 | 6.78 | 4.49 | ||
| Principal Real Estate Securities In | 3.59B | 3.72 | 4.08 | 7.21 |
Top Funds for Allocation--15% to 30% Equity Category
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal SAM Flexible Income J | 1.12B | 6.68 | 6.73 | 4.51 | ||
| Pacific Select Optimization Conserv | 934.39M | 7.02 | 6.96 | 3.84 | ||
| Transamerica JPMorgan Tactical Alls | 822.83M | 6.07 | 5.43 | 3.90 | ||
| Ave Maria Bond | 783.19M | 4.75 | 5.42 | 4.09 | ||
| Thrivent Series Diversified Income | 592.87M | 6.47 | 7.15 | 4.99 |
Top Holdings
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal Core Fixed Income R6 | - | 29.94 | - | - | |
| Principal Bond Market Index Instl | - | 12.37 | - | - | |
| Principal US Mega-Cap ETF | - | 7.74 | - | - | |
| Principal Inflation Protection Inst | - | 5.89 | - | - | |
| Principal Finisterre EmMkts TR Bd Instl | - | 5.82 | - | - |
Technical Summary
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Buy | Buy | Buy |
| Technical Indicators | BUY | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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