Strategic Asset is trading at 19.99 as of the 29th of November 2024; that is 0.1% down since the beginning of the trading day. The fund's open price was 20.01. Strategic Asset has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Strategic Asset Management are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund operates as funds of funds and invest principally in funds and exchange-traded funds of Principal Funds, Inc. and Principal Exchange-Traded Funds . It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile. More on Strategic Asset Management
Strategic Asset Management [PCGPX] is traded in USA and was established 29th of November 2024. Strategic Asset is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Principal Funds family. This fund at this time has accumulated 3.19 B in assets with no minimum investment requirementsStrategic Asset Mana is currently producing year-to-date (YTD) return of 18.03% with the current yeild of 0.01%, while the total return for the last 3 years was 4.76%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Strategic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Strategic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Strategic Asset Management Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Strategic Asset Management Mutual Fund Constituents
Other Information on Investing in Strategic Mutual Fund
Strategic Asset financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Asset security.