Income Fund R 6 Fund Quote
| PICNX Fund | USD 8.62 0.03 0.35% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Income Fund is trading at 8.62 as of the 29th of November 2024; that is 0.35% up since the beginning of the trading day. The fund's open price was 8.59. Income Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Income Fund R 6 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests primarily in a diversified pool of investment-grade fixed-income securities, including corporate securities, U.S. government securities, asset-backed securities and mortgage-backed securities. It maintains an average portfolio duration that is within 25 percent of the duration of the Bloomberg U.S. More on Income Fund R 6
Moving against Income Mutual Fund
Income Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Income Fund R 6 [PICNX] is traded in USA and was established 29th of November 2024. Income Fund is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Principal Funds family. This fund at this time has accumulated 2.95 B in assets with no minimum investment requirementsIncome Fund R is currently producing year-to-date (YTD) return of 1.93% with the current yeild of 0.0%, while the total return for the last 3 years was -1.87%.
Check Income Fund 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 Income 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 Income 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 Income Fund R 6 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.
Income Fund Top Holders
| PTDIX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| PTBAX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
| PTDJX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| SCUPX | Strategic Asset Management | Mutual Fund | Allocation--15% to 30% Equity | |
| LTRVX | Principal Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| PLTJX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 | |
| LTINX | Principal Lifetime 2015 | Mutual Fund | Target-Date 2015 | |
| PIFIX | Strategic Asset Management | Mutual Fund | Allocation--15% to 30% Equity |
Income Fund R Risk Profiles
| Mean Deviation | 0.2446 | |||
| Standard Deviation | 0.3133 | |||
| Variance | 0.0981 | |||
| Risk Adjusted Performance | (0.04) |
Income Fund Against Markets
Other Information on Investing in Income Mutual Fund
Income Fund financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Fund security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |