Strategic Asset Equity Positions Weight vs. Three Year Return
| PFIGX Fund | USD 12.18 0.00 0.00% |
For Strategic Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Strategic Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Strategic Asset Management utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Strategic Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Strategic Asset Management over time as well as its relative position and ranking within its peers.
Strategic |
Strategic Asset Mana Three Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Asset's current stock value. Our valuation model uses many indicators to compare Strategic Asset value to that of its competitors to determine the firm's financial worth. Strategic Asset Management is regarded second largest fund in equity positions weight among similar funds. It is rated below average in three year return among similar funds reporting about 0.01 of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Strategic Asset Management is roughly 173.74 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Strategic Asset's earnings, one of the primary drivers of an investment's value.Strategic Three Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Strategic Asset |
| = | 19.98 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Strategic Asset |
| = | 0.12 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Strategic Three Year Return Comparison
Strategic Asset is currently under evaluation in three year return among similar funds.
Strategic Asset Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Strategic Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Strategic Asset will eventually generate negative long term returns. The profitability progress is the general direction of Strategic Asset's change in net profit over the period of time. It can combine multiple indicators of Strategic Asset, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Strategic Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Strategic Asset. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Strategic Asset position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Strategic Asset's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Strategic Asset without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Strategic Asset position
In addition to having Strategic Asset in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Petroleum and Natural Gas
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Petroleum and Natural Gas Theme or any other thematic opportunities.
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Other Information on Investing in Strategic Mutual Fund
To fully project Strategic Asset's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Strategic Asset Mana at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Strategic Asset's income statement, its balance sheet, and the statement of cash flows.
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