Strategic Asset Management Fund Quote

PSWIX Fund  USD 21.34  0.07  0.33%   

Performance

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Odds Of Distress

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Strategic Asset is trading at 21.34 as of the 24th of March 2025; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 21.41. Strategic Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
It generally invests between 75 percent and 100 percent of its assets in equity funds, and less than 50 percent in any one equity fund less than 20 percent of its assets in specialty funds, and less than 20 percent in any one specialty fund such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies. More on Strategic Asset Management

Moving together with Strategic Mutual Fund

  0.98SABPX Strategic Asset ManaPairCorr
  1.0SACAX Strategic Asset ManaPairCorr
  1.0SAGPX Strategic Asset ManaPairCorr

Strategic Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Principal Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Strategic Asset Management [PSWIX] is traded in USA and was established 24th of March 2025. Strategic Asset is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Principal Funds family. This fund at this time has accumulated 2.01 B in assets with no minimum investment requirementsStrategic Asset Mana is currently producing year-to-date (YTD) return of 0.98% with the current yeild of 0.01%, while the total return for the last 3 years was 7.66%.
Check Strategic Asset Probability Of Bankruptcy

Instrument Allocation

Top Strategic Asset Management Mutual Fund Constituents

PDARXDiversified Real AssetMutual FundWorld Allocation
PDIFXReal Estate DebtMutual FundForeign Large Blend
PEDMXEdge Midcap FundMutual FundMid-Cap Blend
PEIIXEquity Income FundMutual FundLarge Value
PFISXInternational Small PanyMutual FundForeign Small/Mid Blend
PGBHXBlue Chip FundMutual FundLarge Growth
PGRSXGlobal Real EstateMutual FundGlobal Real Estate
PINZXOverseas Fund InstitutionalMutual FundForeign Large Value
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Strategic Asset Mana Risk Profiles

Strategic Asset Against Markets

Other Information on Investing in Strategic Mutual Fund

Strategic Asset financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Asset security.
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