Preferred Securities Fund Quote
| PPSIX Fund | USD 9.25 0.02 0.22% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Preferred Securities is trading at 9.25 as of the 30th of November 2024; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 9.23. Preferred Securities has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Preferred Securities Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowing for investment purposes, in preferred securities and capital securities at the time of purchase. Preferred securities typically include preferred stock and various types of junior subordinated debt and trust preferred securities. More on Preferred Securities Fund
Moving together with Preferred Mutual Fund
Preferred Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Value Funds, Preferred Stock Funds, Preferred Stock, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | August |
Preferred Securities Fund [PPSIX] is traded in USA and was established 30th of November 2024. Preferred Securities is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Preferred Stock category and is part of Principal Funds family. This fund at this time has accumulated 5.67 B in assets with no minimum investment requirementsPreferred Securities is currently producing year-to-date (YTD) return of 9.7% with the current yeild of 0.05%, while the total return for the last 3 years was 1.49%.
Check Preferred Securities 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 Preferred 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 Preferred 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 Preferred Securities 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.
Preferred Securities Top Holders
| SIRRX | Sierra E Retirement | Mutual Fund | Tactical Allocation | |
| SIRIX | Sierra E Retirement | Mutual Fund | Tactical Allocation | |
| SIRZX | Sierra E Retirement | Mutual Fund | Tactical Allocation | |
| SSIRX | Sierra Strategic Income | Mutual Fund | Nontraditional Bond | |
| SSIZX | Sierra Strategic Income | Mutual Fund | Nontraditional Bond | |
| SIRJX | Sierra E Retirement | Mutual Fund | Tactical Allocation | |
| SIRAX | Sierra E Retirement | Mutual Fund | Tactical Allocation | |
| SSICX | Sierra Strategic Income | Mutual Fund | Nontraditional Bond |
Preferred Securities Risk Profiles
| Mean Deviation | 0.0966 | |||
| Standard Deviation | 0.1284 | |||
| Variance | 0.0165 | |||
| Downside Variance | 0.0349 |
Preferred Securities Against Markets
Other Information on Investing in Preferred Mutual Fund
Preferred Securities financial ratios help investors to determine whether Preferred 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 Preferred with respect to the benefits of owning Preferred Securities security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |