Origin Emerging Markets Fund Quote

POEFX Fund  USD 10.27  0.04  0.39%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Origin Emerging is trading at 10.27 as of the 26th of November 2024; that is 0.39% up since the beginning of the trading day. The fund's open price was 10.23. Origin Emerging 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. Equity ratings for Origin Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies at the time of purchase. The advisor considers a security to be tied economically to an emerging market if one or more of the following criteria is present the issuer or guarantor of the security has its principal place of business or principal office in an emerging market the principal trading market for the security is in an emerging market the issuer or guarantor of the security derives a majority of its revenue from emerging markets.. More on Origin Emerging Markets

Moving together with Origin Mutual Fund

  0.64SABPX Strategic Asset ManaPairCorr
  0.63SACAX Strategic Asset ManaPairCorr
  0.62SAGPX Strategic Asset ManaPairCorr

Origin Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Principal Funds (View all Sectors)
Update Date30th of September 2024
Origin Emerging Markets [POEFX] is traded in USA and was established 26th of November 2024. Origin Emerging is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Principal Funds family. This fund at this time has accumulated 577.44 M in assets with no minimum investment requirementsOrigin Emerging Markets is currently producing year-to-date (YTD) return of 10.57% with the current yeild of 0.06%, while the total return for the last 3 years was -4.27%.
Check Origin Emerging 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 Origin 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 Origin 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 Origin Emerging Markets 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 Origin Emerging Markets Mutual Fund Constituents

MOMOHello GroupStockCommunication Services
BABAAlibaba Group HoldingStockConsumer Discretionary
EDUNew Oriental EducationStockConsumer Discretionary
JDJD Inc AdrStockConsumer Discretionary
NTESNetEaseStockCommunication Services
VIPSVipshop Holdings LimitedStockConsumer Discretionary
BIDUBaidu IncStockCommunication Services
TSMTaiwan Semiconductor ManufacturingStockInformation Technology
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Origin Emerging Top Holders

PPLIXPrincipal Lifetime 2050Mutual FundTarget-Date 2050
PLJTXPrincipal Lifetime HybridMutual FundTarget-Date 2050
PHJGXPrincipal Lifetime HybridMutual FundTarget-Date 2060+
PLTZXPrincipal Lifetime 2060Mutual FundTarget-Date 2060+
PCGPXStrategic Asset ManagementMutual FundAllocation--70% to 85% Equity
PZASXPrincipal Lifetime 2050Mutual FundTarget-Date 2050
PLTRXPrincipal Lifetime 2060Mutual FundTarget-Date 2060+
PLMTXPrincipal Lifetime HybridMutual FundTarget-Date 2040
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Origin Emerging Markets Risk Profiles

Origin Emerging Against Markets

Other Information on Investing in Origin Mutual Fund

Origin Emerging financial ratios help investors to determine whether Origin 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 Origin with respect to the benefits of owning Origin Emerging security.
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