Global Multi Strategy Fund Quote
| PGLSX Fund | USD 11.33 0.02 0.18% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Global Multi-strategy is trading at 11.33 as of the 26th of November 2024; that is 0.18% up since the beginning of the trading day. The fund's open price was 11.31. Global Multi-strategy has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Global Multi Strategy Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests in a broad range of instruments including, but not limited to, equities, bonds, currencies, commodities, convertible securities, and bank loans. Under normal market conditions, it invests in securities of issuers located throughout the world, including the U.S., invests at least 30 percent of its net assets in foreign and emerging market securities, and holds investments tied economically to at least twenty countries.. More on Global Multi Strategy Fund
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Multistrategy Funds, Multistrategy, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Global Multi Strategy Fund [PGLSX] is traded in USA and was established 26th of November 2024. Global Multi-strategy is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Multistrategy category and is part of Principal Funds family. This fund at this time has accumulated 2.59 B in assets with no minimum investment requirementsGlobal Multi Strategy is currently producing year-to-date (YTD) return of 8.94% with the current yeild of 0.03%, while the total return for the last 3 years was 4.53%.
Check Global Multi-strategy 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 Multi Strategy Fund 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 Multi Strategy Fund Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FGZXX | First American Funds | Money Market Fund | US Money Market Fund | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology |
Global Multi-strategy Top Holders
| PSBFX | Strategic Asset Management | Mutual Fund | Allocation--50% to 70% Equity | |
| PTCAX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 | |
| PCBLX | Strategic Asset Management | Mutual Fund | Allocation--30% to 50% Equity | |
| PCSSX | Strategic Asset Management | Mutual Fund | Allocation--30% to 50% Equity | |
| PTBPX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
| PLSPX | Principal Lifetime Strategic | Mutual Fund | Target-Date Retirement | |
| PLSSX | Principal Lifetime Strategic | Mutual Fund | Target-Date Retirement | |
| PLTJX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 |
Global Multi Strategy Risk Profiles
| Mean Deviation | 0.1784 | |||
| Semi Deviation | 0.0827 | |||
| Standard Deviation | 0.2307 | |||
| Variance | 0.0532 |
Global Multi-strategy Against Markets
Other Information on Investing in Global Mutual Fund
Global Multi-strategy 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 Multi-strategy security.
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