Principal Fds Buy Hold or Sell Recommendation

PSGPX -- USA Fund  

USD 18.46  0.22  1.18%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Principal Fds Inc Strategic A is 'Strong Hold'. Macroaxis provides Principal Fds buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PSGPX positions. The advice algorithm takes into account all of Principal Fds Strategic available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from PSGPX buy-and-hold prospective. Please check Principal Fds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Execute Advice
Sell Principal FdsBuy Principal Fds
Strong Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Principal Fds Inc Strategic A has a risk adjusted performance of 0.0447, jensen alpha of 0.0095, total risk alpha of (0.036343), sortino ratio of (0.046339) and treynor ratio of 0.1107
Our buy or sell recommendations tool can be used to cross verify current analyst consensus on Principal Fds Strategic and to analyze the entity potential to grow in the current economic cycle. Please employ Principal Fds Total Asset and Cash Position Weight to make buy, hold, or sell decision on Principal Fds Strategic.

Principal Fds Trading Alerts and Improvement Suggestions

On December 31, 2019 Principal Fds paid $ 0.212 per share dividend to its current shareholders
The fund generated five year return of 0.0%
Principal Fds Strategic maintains 97.99% of its assets in stocks

Principal Fds Returns Distribution Density

Mean Return0.040466Value At Risk1.41
Potential Upside0.82Standard Deviation0.69
 Return Density 

Principal Fds Greeks

Alpha over DOW
Beta against DOW=0.28
Overall volatility
Information ratio =0.07

Principal Fds Volatility Alert

Principal Fds Inc Strategic A has low volatility with Treynor Ratio of 0.11, Maximum Drawdown of 3.84 and kurtosis of 4.79. However, we advice all investors to further analyze Principal Fds Inc Strategic A to make certain all market information is desiminated and is consistent with the current expectations about Principal Fds upside potential.
 Better Than Average     
 Worse Than Average Compare Principal Fds to competition

Principal Fds Fundamental Vs Peers

FundamentalsPrincipal FdsPeer Average
Price to Earning17.23 6.53 
Price to Book2.12 0.74 
Price to Sales1.53 0.61 
One Year Return1.28 4.15 
Three Year Return17.61 3.60 
Five Year Return(0.06) 3.24 
Ten Year Return3.95 1.79 
Net Asset1.93 B4.11 B
Cash Position Weight1.74 10.61 
Equity Positions Weight97.99 63.90 

Principal Fds Market Momentum