STRATEGIC Mutual Fund Quote

PCWPX Fund  USD 14.89  0.01  0.07%   

Market Performance

3 of 100

Odds Of Distress

Less than 1

STRATEGIC ASSET is trading at 14.89 as of the 27th of March 2023; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 14.88. STRATEGIC ASSET has a very small chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 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 25th of February 2023 and ending today, the 27th of March 2023. Click here to learn more.
The fund operates as funds of funds and invest principally in funds and exchange-traded funds of Principal Funds, Inc. and Principal Exchange-Traded Funds . Principal Fds is traded on NASDAQ Exchange in the United States. More on STRATEGIC ASSET MANAGEMENT

Moving together with STRATEGIC ASSET


STRATEGIC ASSET 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.
Fama & French Classification
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of STRATEGIC ASSET's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate1st of January 2010
STRATEGIC ASSET MANAGEMENT [PCWPX] is traded in USA and was established 27th of March 2023. The fund is listed under Allocation--70% to 85% Equity category and is part of Principal Funds family. STRATEGIC ASSET MANA at this time has accumulated 2.58 B in assets with no minimum investment requirements, while the total return for the last 3 years was 5.26%.
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.


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 69.15%. 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 has a beta of 0.8689 indicating STRATEGIC ASSET MANAGEMENT market returns are sensitive to returns on the market. As the market goes up or down, STRATEGIC ASSET is expected to follow. Additionally, the company has an alpha of 0.054, implying that it can generate a 0.054 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 14.89HorizonTargetOdds Above 14.89
30.45%90 days
Based on a normal probability distribution, the odds of STRATEGIC ASSET to move above the current price in 90 days from now is about 69.15 (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) .


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.


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.