Strategic Asset Management Fund Quote
| SABPX Fund | USD 16.34 0.09 0.55% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Strategic Asset is trading at 16.34 as of the 18th of January 2025; that is 0.55% up since the beginning of the trading day. The fund's open price was 16.25. Strategic Asset 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. 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 operates as funds of funds and generally invests between 20 percent and 60 percent of its assets in fixed-income funds, and less than 40 percent in any one fixed-income fund between 40 percent and 80 percent of its assets in equity funds, and less than 30 percent in any one equity fund and less than 20 percent of its assets in specialty funds, and less than 20 percent in any one specialty fund.. More on Strategic Asset Management
Moving together with Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Strategic Asset Management [SABPX] is traded in USA and was established 18th of January 2025. Strategic Asset is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Principal Funds family. This fund at this time has accumulated 4.31 B in assets with no minimum investment requirementsStrategic Asset Mana is currently producing year-to-date (YTD) return of 0.62% with the current yeild of 0.02%, while the total return for the last 3 years was 2.96%.
Check Strategic Asset 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 Strategic 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 Strategic 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 Strategic Asset Management 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 Strategic Asset Management Mutual Fund Constituents
| PLCGX | Largecap Growth Fund | Mutual Fund | Large Growth | |
| USMC | Principal Mega Cap ETF | Etf | Large Blend | |
| PWCIX | Principal Capital Appreciation | Mutual Fund | Large Blend | |
| PSHIX | Short Term Income Fund | Mutual Fund | Short-Term Bond | |
| PSC | Principal Small Cap Multi Factor | Etf | Small Blend | |
| PPREX | Preferred Securities Fund | Mutual Fund | Preferred Stock | |
| POEFX | Origin Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| PMRIX | Government High Quality | Mutual Fund | Intermediate Government |
Strategic Asset Mana Risk Profiles
| Mean Deviation | 0.46 | |||
| Standard Deviation | 0.8022 | |||
| Variance | 0.6435 | |||
| Risk Adjusted Performance | (0.07) |
Strategic Asset Against Markets
Other Information on Investing in Strategic Mutual Fund
Strategic Asset financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Asset security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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