Strategic Asset Management Fund Quote
| SWHCX Fund | USD 18.25 0.05 0.27% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Strategic Asset is trading at 18.25 as of the 19th of April 2024; that is -0.27 percent down since the beginning of the trading day. The fund's open price was 18.3. Strategic Asset has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very 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 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
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.. More on Strategic Asset Management
Moving together with Strategic Mutual Fund
| 0.96 | SABPX | Strategic Asset Mana | PairCorr |
| 0.97 | SACAX | Strategic Asset Mana | PairCorr |
| 0.93 | SAGPX | Strategic Asset Mana | PairCorr |
| 0.78 | PFIJX | Strategic Asset Mana | PairCorr |
| 0.84 | PFILX | Strategic Asset Mana | PairCorr |
| 0.91 | PFIEX | International Equity | PairCorr |
| 0.78 | PFIFX | Strategic Asset Mana | PairCorr |
Strategic Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Strategic Asset's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Strategic Asset or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Principal Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Principal Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Strategic Asset Management [SWHCX] is traded in USA and was established 19th of April 2024. Strategic Asset is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Principal Funds family. This fund at this time has accumulated 2.01 B in assets with no minimum investment requirementsStrategic Asset Mana is currently producing year-to-date (YTD) return of 4.24% with the current yeild of 0.0%, while the total return for the last 3 years was 2.8%.
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
| PDARX | Diversified Real Asset | Mutual Fund | World Allocation |
| USMC | Principal Mega Cap ETF | Etf | Large Blend |
| PWCIX | Principal Capital Appreciation | Mutual Fund | Large Blend |
| PSC | Principal Small Cap Multi Factor | Etf | Small Blend |
| POEFX | Origin Emerging Markets | Mutual Fund | Diversified Emerging Mkts |
| PLVIX | Largecap Value Fund | Mutual Fund | Large Value |
| PLCGX | Largecap Growth Fund | Mutual Fund | Large Growth |
Strategic Asset Target Price Odds Analysis
Based on a normal probability distribution, the odds of Strategic Asset jumping above the current price in 90 days from now is about 65.7%. The Strategic Asset Management probability density function shows the probability of Strategic Asset mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Strategic Asset Management has a beta of -0.2388. This usually implies as returns on the benchmark increase, returns on holding Strategic Asset are expected to decrease at a much lower rate. During a bear market, however, Strategic Asset Management is likely to outperform the market. Additionally, strategic Asset Management has an alpha of 0.0694, implying that it can generate a 0.0694 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Strategic Asset to move above the current price in 90 days from now is about 65.7 (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) .
Strategic Asset Mana Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Strategic Asset market risk premium is the additional return an investor will receive from holding Strategic Asset long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Strategic Asset. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Strategic Asset's alpha and beta are two of the key measurements used to evaluate Strategic Asset's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5217 | |||
| Semi Deviation | 0.6203 | |||
| Standard Deviation | 0.663 | |||
| Variance | 0.4395 |
Strategic Asset Against Markets
Picking the right benchmark for Strategic Asset mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Strategic Asset mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Strategic Asset is critical whether you are bullish or bearish towards Strategic Asset Management at a given time. Please also check how Strategic Asset's historical prices are related to one of the top price index indicators.
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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How to buy Strategic Mutual Fund?
Before investing in Strategic Asset, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Strategic Asset. To buy Strategic Asset fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Strategic Asset. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Strategic Asset fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Strategic Asset Management fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Strategic Asset Management fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Strategic Asset Management, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Strategic Asset Management?
The danger of trading Strategic Asset Management is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Strategic Asset is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Strategic Asset. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Strategic Asset Mana is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map 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 main economic indicators. Note that the Strategic Asset Mana information on this page should be used as a complementary analysis to other Strategic Asset's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.