Overseas Fund is trading at 10.43 as of the 23rd of March 2025; that is 0.76 percent down since the beginning of the trading day. The fund's open price was 10.51. Overseas Fund has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities that are tied economically to countries outside the U.S. at the time of purchase. It invests in emerging market securities. More on Overseas Fund Institutional
Overseas Fund Institutional [PINZX] is traded in USA and was established 23rd of March 2025. Overseas Fund is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Principal Funds family. This fund at this time has accumulated 2.42 B in assets with no minimum investment requirementsOverseas Fund Instit is currently producing year-to-date (YTD) return of 14.27% with the current yeild of 0.05%, while the total return for the last 3 years was 12.56%.
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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 Overseas 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 Overseas 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 Overseas Fund Institutional 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.
Top Overseas Fund Institutional Mutual Fund Constituents
Other Information on Investing in Overseas Mutual Fund
Overseas Fund financial ratios help investors to determine whether Overseas 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 Overseas with respect to the benefits of owning Overseas Fund security.
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