Preferred Securities Financials
| PPRSX Fund | USD 28.64 0.01 0.03% |
Preferred |
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.
Preferred Securities Fund Summary
Preferred Securities competes with Calvert Bond, Morningstar Defensive, Goldman Sachs, Intermediate-term, and Rbc Ultra-short. The investment seeks to provide current income. 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. It concentrates its investments in securities in one or more industries within the financial services sector.Specialization | Preferred Stock, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Preferred Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Preferred Securities Key Financial Ratios
Preferred Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Preferred Securities's current stock value. Our valuation model uses many indicators to compare Preferred Securities value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Preferred Securities competition to find correlations between indicators driving Preferred Securities's intrinsic value. More Info.Preferred Securities Fund is rated top fund in annual yield among similar funds. It also is rated top fund in one year return among similar funds reporting about 118.94 of One Year Return 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 Preferred Securities' earnings, one of the primary drivers of an investment's value.Preferred Securities Systematic Risk
Preferred Securities' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Preferred Securities 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 output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Preferred Securities correlated with the market. If Beta is less than 0 Preferred Securities generally moves in the opposite direction as compared to the market. If Preferred Securities Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Preferred Securities is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Preferred Securities is generally in the same direction as the market. If Beta > 1 Preferred Securities moves generally in the same direction as, but more than the movement of the benchmark.
Preferred Securities March 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Preferred Securities help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Preferred Securities Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Preferred Securities Fund based on widely used predictive technical indicators. In general, we focus on analyzing Preferred Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Preferred Securities's daily price indicators and compare them against related drivers.
| Information Ratio | 0.2208 | |||
| Maximum Drawdown | 2.87 | |||
| Value At Risk | (0.04) | |||
| Potential Upside | 0.036 |
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.
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