Diversified Real Asset Fund Quote
| PGDRX Fund | USD 11.34 0.09 0.80% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Diversified Real is trading at 11.34 as of the 31st of January 2025; that is 0.80% up since the beginning of the trading day. The fund's open price was 11.25. Diversified Real has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. 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 investments related to real assets and real asset companies. It allocates its assets among general investment categories related to real assets, which include tangible assets and investments that are expected to perform well in periods of rising or high inflation, such as the following infrastructure, natural resources, commodities, real estate, inflation-indexed bonds, and floating rate debt.. More on Diversified Real Asset
Moving together with Diversified Mutual Fund
Diversified Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, World Allocation Funds, World Allocation, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Diversified Real Asset [PGDRX] is traded in USA and was established 31st of January 2025. Diversified Real is listed under Principal Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Principal Funds family. This fund at this time has accumulated 4.19 B in assets with no minimum investment requirementsDiversified Real Asset is currently producing year-to-date (YTD) return of 2.71% with the current yeild of 0.02%, while the total return for the last 3 years was 0.72%.
Check Diversified Real 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 Diversified 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 Diversified 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 Diversified Real Asset 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 Diversified Real Asset Mutual Fund Constituents
| MMP | Magellan Midstream Partners | Stock | Energy | |
| LNG | Cheniere Energy | Stock | Energy | |
| DG | Dollar General | Stock | Consumer Staples | |
| ENB | Enbridge | Stock | Energy | |
| NEE | Nextera Energy | Stock | Utilities | |
| SPG | Simon Property Group | Stock | Real Estate | |
| SRE | Sempra Energy | Stock | Utilities | |
| TRP | TC Energy Corp | Stock | Energy |
Diversified Real Asset Risk Profiles
| Mean Deviation | 0.4272 | |||
| Standard Deviation | 0.557 | |||
| Variance | 0.3103 | |||
| Risk Adjusted Performance | (0.05) |
Diversified Real Against Markets
Other Information on Investing in Diversified Mutual Fund
Diversified Real financial ratios help investors to determine whether Diversified 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 Diversified with respect to the benefits of owning Diversified Real security.
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