Overseas Fund Institutional Fund Quote
| PINZX Fund | USD 10.84 0.01 0.09% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Overseas Fund is trading at 10.84 as of the 22nd of November 2024; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 10.83. Overseas Fund has about a 22 % 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. Equity ratings for Overseas Fund Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of April 2023 and ending today, the 22nd of November 2024. 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 equity securities that are tied economically to countries outside the U.S. at the time of purchase. It invests in emerging market securities. More on Overseas Fund Institutional
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Overseas Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Principal Funds, Large Value, Foreign Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Overseas Fund Institutional [PINZX] is traded in USA and was established 22nd of November 2024. Overseas Fund is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Principal Funds family. This fund at this time has accumulated 2.42 B in assets with no minimum investment requirementsOverseas Fund Instit is currently producing year-to-date (YTD) return of 1.88% with the current yeild of 0.03%, while the total return for the last 3 years was 5.4%.
Check Overseas Fund 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 Overseas 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 Overseas 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 Overseas Fund Institutional 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 Overseas Fund Institutional Mutual Fund Constituents
| BPAQF | BP plc | Pink Sheet | Oil & Gas Integrated | |
| HTHIF | Hitachi | Pink Sheet | Conglomerates | |
| GSK | GlaxoSmithKline PLC ADR | Stock | Health Care | |
| SNYNF | Sanofi | Pink Sheet | Drug Manufacturers—General | |
| SBGSF | Schneider Electric SE | Pink Sheet | Specialty Industrial Machinery | |
| GLAXF | GSK plc | Pink Sheet | Drug Manufacturers—General | |
| BFFAF | BASF SE NA | OTC Stock | Chemicals | |
| AKZOF | Akzo Nobel NV | OTC Stock | Specialty Chemicals |
Overseas Fund Top Holders
| PPLIX | Principal Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
| PTDIX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| PTBAX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
| PTDJX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| LTRVX | Principal Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| PLTJX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 | |
| PLTZX | Principal Lifetime 2060 | Mutual Fund | Target-Date 2060+ | |
| PZASX | Principal Lifetime 2050 | Mutual Fund | Target-Date 2050 |
Overseas Fund Instit Risk Profiles
| Mean Deviation | 0.6796 | |||
| Standard Deviation | 0.864 | |||
| Variance | 0.7465 | |||
| Risk Adjusted Performance | (0.06) |
Overseas Fund Against Markets
Other Information on Investing in Overseas Mutual Fund
Overseas Fund financial ratios help investors to determine whether Overseas 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 Overseas with respect to the benefits of owning Overseas Fund security.
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