Global Diversified Income Fund Quote
PGDIX Fund | USD 11.80 0.01 0.08% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Global Diversified is trading at 11.80 as of the 18th of January 2025; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 11.81. Global Diversified has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund generally invests a majority of its assets in fixed income securities, such as investment-grade corporate bonds, high yield bonds , preferred securities, securitized products, and emerging market debt securities, in an effort to provide incremental yields over a portfolio of government securities. More on Global Diversified Income
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
Fund Concentration | Principal Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Principal Funds (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 1st of March 2023 |
Fiscal Year End | October |
Global Diversified Income [PGDIX] is traded in USA and was established 18th of January 2025. Global Diversified is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Principal Funds family. This fund at this time has accumulated 2.9 B in assets with no minimum investment requirementsGlobal Diversified Income is currently producing year-to-date (YTD) return of 0.17% with the current yeild of 0.06%, while the total return for the last 3 years was 0.68%.
Check Global Diversified Probability Of Bankruptcy
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 Global 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 Global 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 Global Diversified Income 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 Global Diversified Income Mutual Fund Constituents
TRAUF | Transurban Group | Pink Sheet | Infrastructure Operations | |
MSFT | Microsoft | Stock | Information Technology | |
AMT | American Tower Corp | Stock | Real Estate | |
D | Dominion Energy | Stock | Utilities | |
NEP | Nextera Energy Partners | Stock | Utilities | |
ATUS | Altice USA | Stock | Communication Services | |
NEE | Nextera Energy | Stock | Utilities | |
NI | NiSource | Stock | Utilities |
Global Diversified Income Risk Profiles
Mean Deviation | 0.1378 | |||
Standard Deviation | 0.1944 | |||
Variance | 0.0378 | |||
Risk Adjusted Performance | (0.04) |
Global Diversified Against Markets
Other Information on Investing in Global Mutual Fund
Global Diversified 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 Diversified security.
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