Strategic Asset Management Fund Quote

PSGPX Fund  USD 22.67  0.02  0.09%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Strategic Asset is trading at 22.67 as of the 20th of July 2025; that is 0.09% down since the beginning of the trading day. The fund's open price was 22.69. Strategic Asset has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 25th of June 2024 and ending today, the 20th of July 2025. Click here to learn more.
The Portfolios operate as funds of funds. 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

  1.0SABPX Strategic Asset ManaPairCorr
  1.0SACAX Strategic Asset ManaPairCorr
  1.0SAGPX Strategic Asset ManaPairCorr
  0.97PFIJX Strategic Asset ManaPairCorr
  0.96PFIEX International EquityPairCorr
  0.97PFIFX 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 Date30th of June 2025
Strategic Asset Management [PSGPX] is traded in USA and was established 20th of July 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 1.97 B in assets with no minimum investment requirementsStrategic Asset Mana is currently producing year-to-date (YTD) return of 8.19% with the current yeild of 0.01%, while the total return for the last 3 years was 15.08%.
Check Strategic Asset 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 Strategic 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 Strategic 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 Strategic Asset Management 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 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
More Details

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.
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences