Strategic Asset Management Fund Quote
| SACAX Fund | USD 24.28 0.04 0.17% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Strategic Asset is trading at 24.28 as of the 22nd of November 2024; that is 0.17% up since the beginning of the trading day. The fund's open price was 24.24. Strategic Asset has about a 20 % 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 Strategic Asset Management are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The Portfolios operate as funds of funds. It generally invests between 75 percent and 100 percent of its assets in equity funds, and less than 50 percent in any one equity fund less than 20 percent of its assets in specialty funds, and less than 20 percent in any one specialty fund such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.. More on Strategic Asset Management
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Moving against Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Principal Funds, Large Blend, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Strategic Asset Management [SACAX] is traded in USA and was established 22nd of November 2024. Strategic Asset is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Principal Funds family. This fund at this time has accumulated 2.01 B in assets with no minimum investment requirementsStrategic Asset Mana is currently producing year-to-date (YTD) return of 17.56% with the current yeild of 0.01%, while the total return for the last 3 years was 4.63%.
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
| PDARX | Diversified Real Asset | Mutual Fund | World Allocation | |
| USMC | Principal Mega Cap ETF | Etf | Large Blend | |
| PWCIX | Principal Capital Appreciation | Mutual Fund | Large Blend | |
| PSC | Principal Small Cap Multi Factor | Etf | Small Blend | |
| POEFX | Origin Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| PLVIX | Largecap Value Fund | Mutual Fund | Large Value | |
| PLCGX | Largecap Growth Fund | Mutual Fund | Large Growth | |
| PINZX | Overseas Fund Institutional | Mutual Fund | Foreign Large Value |
Strategic Asset Mana Risk Profiles
| Mean Deviation | 0.5083 | |||
| Semi Deviation | 0.6087 | |||
| Standard Deviation | 0.6775 | |||
| Variance | 0.459 |
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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |