Principal Spectrum Preferred Etf Profile

PREF Etf  USD 18.72  0.01  0.05%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Principal Spectrum is trading at 18.72 as of the 23rd of November 2024. This is a 0.05 percent increase since the beginning of the trading day. The etf's lowest day price was 18.66. Principal Spectrum has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Principal Spectrum Preferred are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in preferred securities at the time of purchase. Principal Spectrum is traded on NYSEARCA Exchange in the United States. More on Principal Spectrum Preferred

Moving together with Principal Etf

  0.86PFF iShares PreferredPairCorr
  0.92FPE First Trust Preferred Sell-off TrendPairCorr
  0.65PGX Invesco Preferred ETFPairCorr
  0.81PFFD Global X PreferredPairCorr
  0.93VRP Invesco Variable RatePairCorr

Moving against Principal Etf

  0.81HUM Humana Inc Fiscal Year End 23rd of January 2025 PairCorr

Principal Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Preferred Stock ETFs, Preferred Stock, Principal Funds (View all Sectors)
IssuerPrincipal
Inception Date2017-07-10
Entity TypeRegulated Investment Company
Asset Under Management1.01 Billion
Average Trading Valume188,279.4
Asset TypeEquity
CategoryStrategy
FocusPreferred Stock
Market ConcentrationBlended Development
RegionGlobal
AdministratorState Street Bank and Trust Company
AdvisorPrincipal Global Investors LLC
CustodianState Street Bank and Trust Company
DistributorALPS Distributors, Inc.
Portfolio ManagerRoberto Giangregorio, L. Phillip Jacoby, Manu Krishnan, Mark Lieb, Kevin Nugent, Satomi Yarnell
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents117
Market MakerJane Street
Total Expense0.55
Management Fee0.55
Country NameUSA
Returns Y T D11.1
NamePrincipal Spectrum Preferred Securities Active ETF
Currency CodeUSD
Open FigiBBG00H3P9XM7
In Threey Volatility8.34
1y Volatility5.02
200 Day M A18.2999
50 Day M A18.7209
CodePREF
Updated At21st of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.26)
Principal Spectrum Preferred [PREF] is traded in USA and was established 2017-07-10. The fund is listed under Preferred Stock category and is part of Principal Funds family. The entity is thematically classified as Strategy ETFs. Principal Spectrum at this time have 334.29 M in assets. , while the total return for the last 3 years was 1.7%.
Check Principal Spectrum Probability Of Bankruptcy

Geographic Allocation (%)

Principal Spectrum Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Principal Spectrum. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Principal Spectrum Against Markets

When determining whether Principal Spectrum is a strong investment it is important to analyze Principal Spectrum's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Principal Spectrum's future performance. For an informed investment choice regarding Principal Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Principal Spectrum Preferred. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income.
You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
The market value of Principal Spectrum is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Spectrum's value that differs from its market value or its book value, called intrinsic value, which is Principal Spectrum's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Spectrum's market value can be influenced by many factors that don't directly affect Principal Spectrum's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Spectrum's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Spectrum is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Spectrum's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.