Preferred Securities Fund Three Year Return
Preferred Securities Fund fundamentals help investors to digest information that contributes to Preferred Securities' financial success or failures. It also enables traders to predict the movement of Preferred Mutual Fund. The fundamental analysis module provides a way to measure Preferred Securities' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Preferred Securities mutual fund.
Preferred |
Preferred Securities Fund Mutual Fund Three Year Return Analysis
Preferred Securities' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Preferred Securities Three Year Return | 23.22 % |
Most of Preferred Securities' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Preferred Securities Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Preferred Securities Fund has a Three Year Return of 23.22%. This is 59.15% higher than that of the Principal Funds family and significantly higher than that of the Preferred Stock category. The three year return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Preferred Securities
.Asset allocation divides Preferred Securities' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Preferred Fundamentals
| Total Asset | 5.78 B | |||
| One Year Return | 4.42 % | |||
| Three Year Return | 23.22 % | |||
| Five Year Return | 5.16 % | |||
| Ten Year Return | 5.69 % | |||
| Net Asset | 5.78 B | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 4.60 % | |||
| Equity Positions Weight | 5.25 % | |||
| Bond Positions Weight | 41.88 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Other Consideration for investing in Preferred Mutual Fund
If you are still planning to invest in Preferred Securities check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Preferred Securities' history and understand the potential risks before investing.
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