Preferred Securities Fund Quote
| PPRSX Fund | USD 28.63 0.01 0.03% |
PerformanceOK
| Odds Of DistressLow
|
Preferred Securities is trading at 28.63 as of the 22nd of March 2025; that is 0.03% up since the beginning of the trading day. The fund's open price was 28.62. Preferred Securities has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
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. More on Preferred Securities Fund
Moving against 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 | 31st of March 2025 |
Preferred Securities Fund [PPRSX] is traded in USA and was established 22nd of March 2025. 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. Preferred Securities at this time has accumulated 5.6 B in assets with no minimum investment requirements with the current yeild of 0.04%, while the total return for the last 3 years was 4.98%.
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.
Top Preferred Securities Fund Mutual Fund Constituents
Preferred Securities Risk Profiles
| Mean Deviation | 0.0851 | |||
| Standard Deviation | 0.3241 | |||
| Variance | 0.1051 | |||
| Risk Adjusted Performance | 0.106 |
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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
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