Inflation Protection Fund Quote
| PIPIX Fund | USD 7.92 0.02 0.25% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Inflation Protection is trading at 7.92 as of the 1st of December 2024; that is 0.25 percent up since the beginning of the trading day. The fund's open price was 7.9. Inflation Protection 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 Inflation Protection Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests primarily in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. Under normal circumstances, the fund maintains an average portfolio duration that is within 20 percent of the duration of the Bloomberg U.S. More on Inflation Protection Fund
Moving together with Inflation Mutual Fund
Moving against Inflation Mutual Fund
Inflation Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Inflation-Protected Bond Funds, Inflation-Protected Bond, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Inflation Protection Fund [PIPIX] is traded in USA and was established 1st of December 2024. Inflation Protection is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of Principal Funds family. This fund at this time has accumulated 1.55 B in assets with no minimum investment requirementsInflation Protection is currently producing year-to-date (YTD) return of 3.0% with the current yeild of 0.0%, while the total return for the last 3 years was -1.89%.
Check Inflation Protection Probability Of Bankruptcy
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 Inflation 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 Inflation 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 Inflation Protection Fund 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.
Inflation Protection Top Holders
| PHTTX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2020 | |
| PHJFX | Principal Lifetime Hybrid | Mutual Fund | Target-Date Retirement | |
| LTINX | Principal Lifetime 2015 | Mutual Fund | Target-Date 2015 | |
| PTBSX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
| LTSNX | Principal Lifetime 2025 | Mutual Fund | Target-Date 2025 | |
| PTASX | Principal Fds Principal | Mutual Fund | Target-Date 2000-2010 | |
| PALTX | Principal Lifetime Strategic | Mutual Fund | Target-Date Retirement | |
| LTSGX | Principal Lifetime 2015 | Mutual Fund | Target-Date 2015 |
Inflation Protection Risk Profiles
| Mean Deviation | 0.2051 | |||
| Standard Deviation | 0.2653 | |||
| Variance | 0.0704 | |||
| Risk Adjusted Performance | (0.03) |
Inflation Protection Against Markets
Other Information on Investing in Inflation Mutual Fund
Inflation Protection financial ratios help investors to determine whether Inflation 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 Inflation with respect to the benefits of owning Inflation Protection security.
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