Strategic Asset Financials
| PSWJX Fund | USD 21.35 0.06 0.28% |
Strategic |
Please note that past performance is not an indicator of the future performance of Strategic Asset, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Strategic Asset Fund Summary
Strategic Asset competes with HUMANA, Barloworld, Thrivent High, High Yield, and Morningstar Unconstrained. The Portfolios operate as funds of funds. It generally invests between 75 percent and 100 percent of its assets in equity funds, and less than 50 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 such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.Specialization | Allocation--85%+ Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74254V2088 |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Allocation--85%+ Equity |
| Benchmark | NYSE Composite |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Strategic Financial Ratios Relationships
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. You can analyze the relationship between different fundamental ratios across Strategic Asset competition to find correlations between indicators driving Strategic Asset's intrinsic value. More Info.Strategic Asset Management is regarded third largest fund in price to earning among similar funds. It is regarded second largest fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Strategic Asset Management is roughly 7.79 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Strategic Asset by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Strategic Asset's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Asset Mana Systematic Risk
Strategic Asset's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Strategic Asset volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Strategic Asset Mana correlated with the market. If Beta is less than 0 Strategic Asset generally moves in the opposite direction as compared to the market. If Strategic Asset Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Strategic Asset Mana is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Strategic Asset is generally in the same direction as the market. If Beta > 1 Strategic Asset moves generally in the same direction as, but more than the movement of the benchmark.
Strategic Asset May 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Strategic Asset help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Strategic Asset Management. We use our internally-developed statistical techniques to arrive at the intrinsic value of Strategic Asset Management based on widely used predictive technical indicators. In general, we focus on analyzing Strategic Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Strategic Asset's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6216 | |||
| Information Ratio | 0.0026 | |||
| Maximum Drawdown | 3.05 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 1.04 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Strategic Asset Management. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.