Strategic Asset Management Fund Quote

SAIPX Fund  USD 12.43  0.02  0.16%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Strategic Asset is trading at 12.43 as of the 23rd of March 2025; that is 0.16% down since the beginning of the trading day. The fund's open price was 12.45. Strategic Asset 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. The performance scores are derived for the period starting the 21st of February 2025 and ending today, the 23rd of March 2025. Click here to learn more.
The fund operate as funds of funds and invest principally in funds and exchange-traded funds of Principal Funds, Inc. and Principal Exchange-Traded Funds . It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile. More on Strategic Asset Management

Moving together with Strategic Mutual Fund

  0.86SABPX Strategic Asset ManaPairCorr
  0.81SACAX Strategic Asset ManaPairCorr
  0.81SAGPX Strategic Asset ManaPairCorr
  0.88PFIJX Strategic Asset ManaPairCorr
  0.88PFIFX Strategic Asset ManaPairCorr

Strategic Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Principal Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Strategic Asset Management [SAIPX] is traded in USA and was established 23rd of March 2025. Strategic Asset is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Principal Funds family. This fund at this time has accumulated 1.72 B in assets with no minimum investment requirementsStrategic Asset Mana is currently producing year-to-date (YTD) return of 0.57% with the current yeild of 0.02%, while the total return for the last 3 years was 4.31%.
Check Strategic Asset Probability Of Bankruptcy

Instrument Allocation

Other53.75%Stocks37.05%BondsCash100%

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.
Financial Services19.03%Technology14.53%Healthcare11.01%Industrials9.62%Consumer Cyclical9.54%Utilities9.28%Com...Rea...Consu...EnergyBasi...100%
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

PICNXIncome Fund R 6Mutual FundIntermediate Core Bond
YLDPrincipal Active HighEtfHigh Yield Bond
USMCPrincipal Mega Cap ETFEtfLarge Blend
PWCIXPrincipal Capital AppreciationMutual FundLarge Blend
PSHIXShort Term Income FundMutual FundShort-Term Bond
PSCPrincipal Small Cap Multi FactorEtfSmall Blend
PPREXPreferred Securities FundMutual FundPreferred Stock
POEFXOrigin Emerging MarketsMutual FundDiversified Emerging Mkts
More Details

Strategic Asset Mana Risk Profiles

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.
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