Strategic Asset Management Fund Manager Performance Evaluation
| PIFIX Fund | USD 12.80 0.02 0.16% |
The entity has a beta of 0.25, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Strategic Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Strategic Asset 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 Strategic Asset Management are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Strategic Asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Fever introduces specialty license plate, supporting women and girls fund - WRTV | 01/02/2026 |
| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.7300 |
Strategic |
Strategic Asset Relative Risk vs. Return Landscape
If you would invest 1,256 in Strategic Asset Management on October 28, 2025 and sell it today you would earn a total of 24.00 from holding Strategic Asset Management or generate 1.91% return on investment over 90 days. Strategic Asset Management is currently producing 0.0314% returns and takes up 0.2709% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Strategic, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Strategic Asset Current Valuation
Fairly Valued
Today
Please note that Strategic Asset's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Strategic Asset Mana has a current Real Value of $12.75 per share. The regular price of the fund is $12.8. We determine the value of Strategic Asset Mana from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Strategic Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Strategic Mutual Fund. However, Strategic Asset's 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 12.8 | Real 12.75 | Hype 12.8 | Naive 12.76 |
The intrinsic value of Strategic Asset's 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 Strategic Asset's 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 Strategic Asset Management helps investors to forecast how Strategic 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 Strategic Asset more accurately as focusing exclusively on Strategic Asset's fundamentals will not take into account other important factors: Strategic Asset Target Price Odds to finish over Current Price
The tendency of Strategic 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 |
| 12.80 | 90 days | 12.80 | under 4 |
Based on a normal probability distribution, the odds of Strategic Asset to move above the current price in 90 days from now is under 4 (This Strategic Asset Management probability density function shows the probability of Strategic Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Strategic Asset has a beta of 0.25 indicating as returns on the market go up, Strategic Asset average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Strategic Asset Management will be expected to be much smaller as well. Additionally Strategic Asset Management has an alpha of 0.0093, implying that it can generate a 0.0093 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Strategic Asset Price Density |
| Price |
Predictive Modules for Strategic Asset
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Strategic Asset Mana. 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.Strategic Asset Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Strategic Asset is not an exception. The market had few large corrections towards the Strategic Asset's 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 Strategic Asset Management, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Strategic Asset within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.25 | |
σ | Overall volatility | 0.12 | |
Ir | Information ratio | -0.16 |
Strategic Asset 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 Strategic Asset for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Strategic Asset Mana can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Fever introduces specialty license plate, supporting women and girls fund - WRTV | |
| The fund maintains about 5.06% of its assets in cash |
Strategic Asset Fundamentals Growth
Strategic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Strategic Asset, and Strategic Asset 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 Strategic Mutual Fund performance.
| Price To Earning | 17.53 X | ||||
| Price To Book | 2.06 X | ||||
| Price To Sales | 1.63 X | ||||
| Total Asset | 185.15 M | ||||
About Strategic Asset Performance
Evaluating Strategic Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Strategic Asset 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 Strategic Asset 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 Portfolios 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 invests between 55 percent and 95 percent of its assets in fixed-income funds, and less than 40 percent in any one fixed-income fund between 5 percent and 45 percent of its assets in equity funds, and less than 30 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.Things to note about Strategic Asset Mana performance evaluation
Checking the ongoing alerts about Strategic Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Strategic Asset Mana help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Fever introduces specialty license plate, supporting women and girls fund - WRTV | |
| The fund maintains about 5.06% of its assets in cash |
- Analyzing Strategic Asset's 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 Strategic Asset's stock is overvalued or undervalued compared to its peers.
- Examining Strategic Asset's 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 Strategic Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Strategic Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Strategic Asset's mutual fund. These opinions can provide insight into Strategic Asset's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |