Strategic Asset Management Fund Quote

SCBPX Fund  USD 17.05  0.10  0.59%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Strategic Asset is trading at 17.05 as of the 26th of November 2024; that is 0.59 percent increase since the beginning of the trading day. The fund's open price was 16.95. Strategic Asset has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a 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 27th of October 2024 and ending today, the 26th of November 2024. 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

  0.92SABPX Strategic Asset ManaPairCorr
  0.9SACAX Strategic Asset ManaPairCorr
  0.99SAGPX Strategic Asset ManaPairCorr

STRATEGIC Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Principal Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Strategic Asset Management [SCBPX] is traded in USA and was established 26th of November 2024. 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 14.23% with the current yeild of 0.01%, while the total return for the last 3 years was 2.95%.
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

PLCGXLargecap Growth FundMutual FundLarge Growth
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
PMRIXGovernment High QualityMutual FundIntermediate Government
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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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