Principal Fds Incincome Fund Manager Performance Evaluation
| PIOIX Fund | USD 8.81 0.01 0.11% |
The fund holds a Beta of 0.0827, which implies not very significant fluctuations relative to the market. As returns on the market increase, Principal Fds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Fds is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Principal Fds Incincome are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Principal Fds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.4300 |
Principal |
Principal Fds Relative Risk vs. Return Landscape
If you would invest 869.00 in Principal Fds Incincome on November 23, 2025 and sell it today you would earn a total of 12.00 from holding Principal Fds Incincome or generate 1.38% return on investment over 90 days. Principal Fds Incincome is currently producing 0.0226% returns and takes up 0.1737% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Principal, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Principal Fds Current Valuation
Overvalued
Today
Please note that Principal Fds' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Principal Fds Incincome holds a recent Real Value of $8.09 per share. The prevailing price of the fund is $8.81. We determine the value of Principal Fds Incincome from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Principal Fds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Principal Mutual Fund. However, Principal Fds' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.81 | Real 8.09 | Hype 8.81 | Naive 8.86 |
The intrinsic value of Principal Fds' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Principal Fds' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Principal Fds Incincome helps investors to forecast how Principal mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Principal Fds more accurately as focusing exclusively on Principal Fds' fundamentals will not take into account other important factors: Principal Fds Target Price Odds to finish over Current Price
The tendency of Principal Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 8.81 | 90 days | 8.81 | near 1 |
Based on a normal probability distribution, the odds of Principal Fds to move above the current price in 90 days from now is near 1 (This Principal Fds Incincome probability density function shows the probability of Principal Mutual Fund to fall within a particular range of prices over 90 days) .
Principal Fds Price Density |
| Price |
Predictive Modules for Principal Fds
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Principal Fds Incincome. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Principal Fds Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Principal Fds is not an exception. The market had few large corrections towards the Principal Fds' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Principal Fds Incincome, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Principal Fds within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.08 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.3 |
Principal Fds Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Principal Fds for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Principal Fds Incincome can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains most of the assets in different exotic instruments. |
Principal Fds Fundamentals Growth
Principal Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Principal Fds, and Principal Fds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Principal Mutual Fund performance.
| Price To Sales | 0.27 X | ||||
| Total Asset | 602.5 M | ||||
About Principal Fds Performance
Evaluating Principal Fds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Principal Fds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Principal Fds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified pool of investment-grade fixed-income securities, which includes corporate securities, U.S. government securities, asset-backed securities and mortgage-backed securities , bank loans, and foreign securities.Things to note about Principal Fds Incincome performance evaluation
Checking the ongoing alerts about Principal Fds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Principal Fds Incincome help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains most of the assets in different exotic instruments. |
- Analyzing Principal Fds' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Principal Fds' stock is overvalued or undervalued compared to its peers.
- Examining Principal Fds' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Principal Fds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Fds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Principal Fds' mutual fund. These opinions can provide insight into Principal Fds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Principal Mutual Fund
Principal Fds financial ratios help investors to determine whether Principal 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 Principal with respect to the benefits of owning Principal Fds security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |