Global Real Financials
PGRUX Fund | USD 9.94 0.09 0.91% |
Global |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Global Real Fund Summary
Global Real competes with Real Estate, International Emerging, Midcap Fund, Global Diversified, and Diversified International. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry at the time of purchase. For the funds investment policies, a real estate company has at least 50 percent of its assets, income or profits derived from products or services related to the real estate industry.Specialization | Global Real Estate, Large |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | Principal Financial Group |
Mutual Fund Family | Principal Funds |
Mutual Fund Category | Global Real Estate |
Benchmark | Dow Jones Industrial |
Phone | 800 222 5852 |
Currency | USD - US Dollar |
Global Real Key Financial Ratios
Global Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Real's current stock value. Our valuation model uses many indicators to compare Global Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Real competition to find correlations between indicators driving Global Real's intrinsic value. More Info.Global Real Estate is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 269.69 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Global Real's earnings, one of the primary drivers of an investment's value.Global Real Estate Systematic Risk
Global Real's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Global Real volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Global Real Estate correlated with the market. If Beta is less than 0 Global Real generally moves in the opposite direction as compared to the market. If Global Real Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Global Real Estate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Global Real is generally in the same direction as the market. If Beta > 1 Global Real moves generally in the same direction as, but more than the movement of the benchmark.
Global Real November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Global Real help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Global Real Estate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Global Real Estate based on widely used predictive technical indicators. In general, we focus on analyzing Global Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Global Real's daily price indicators and compare them against related drivers.
Information Ratio | (0.19) | |||
Maximum Drawdown | 3.25 | |||
Value At Risk | (1.31) | |||
Potential Upside | 1.1 |
Other Information on Investing in Global Mutual Fund
Global Real financial ratios help investors to determine whether Global Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Global with respect to the benefits of owning Global Real security.
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