Income Fund R 3 Fund Quote
| PIOOX Fund | USD 8.58 0.01 0.12% |
PerformanceOK
| Odds Of DistressLow
|
Income Fund is trading at 8.58 as of the 18th of March 2025; that is 0.12% down since the beginning of the trading day. The fund's open price was 8.59. Income Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund invests primarily in a diversified pool of investment-grade fixed-income securities, which includes corporate securities, U.S. government securities, asset-backed securities and mortgage-backed securities , bank loans, and foreign securities. More on Income Fund R 3
Moving together with Income Mutual Fund
| 0.78 | PFIJX | Strategic Asset Mana | PairCorr |
| 0.83 | PFIEX | International Equity | PairCorr |
| 0.78 | PFIFX | Strategic Asset Mana | PairCorr |
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 | 31st of March 2025 |
Income Fund R 3 [PIOOX] is traded in USA and was established 18th of March 2025. 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 1.82% with the current yeild of 0.0%, while the total return for the last 3 years was -0.06%.
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 3 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 R Risk Profiles
| Mean Deviation | 0.2451 | |||
| Standard Deviation | 0.3147 | |||
| Variance | 0.099 | |||
| Risk Adjusted Performance | (0.03) |
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.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |