Principal Global Financials
| PGSLX Fund | 11.57 0.02 0.17% |
Principal |
Please note that you must use caution to infer results of funds 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.
Principal Global Fund Summary
Principal Global competes with Strategic Asset, Strategic Asset, Strategic Asset, Strategic Asset, and Strategic Asset. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities issued by listed infrastructure companies that are subject to the sub-advisors sustainable investing strategy. It invests primarily in equity securities regardless of market capitalization and invests in both value and growth securities. The fund also invests in REITs but only those REITs that are engaged in the development, operation, or management of infrastructure assets. It is non-diversified.Specialization | Infrastructure, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Infrastructure |
| Benchmark | Dow Jones Industrial |
Principal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Principal Global's current stock value. Our valuation model uses many indicators to compare Principal Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Principal Global competition to find correlations between indicators driving Principal Global's intrinsic value. More Info.Principal Global Sustainable is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 704,501,488 of Net Asset per Annual Yield. 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 Principal Global's earnings, one of the primary drivers of an investment's value.Principal Global Sus Systematic Risk
Principal Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Principal Global 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 Principal Global Sus correlated with the market. If Beta is less than 0 Principal Global generally moves in the opposite direction as compared to the market. If Principal Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Principal Global Sus is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Principal Global is generally in the same direction as the market. If Beta > 1 Principal Global moves generally in the same direction as, but more than the movement of the benchmark.
Principal Global December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Principal Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Principal Global Sustainable. We use our internally-developed statistical techniques to arrive at the intrinsic value of Principal Global Sustainable based on widely used predictive technical indicators. In general, we focus on analyzing Principal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Principal Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8038 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 2.53 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 0.9418 |
Other Information on Investing in Principal Mutual Fund
Principal Global financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Global security.
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