Strategic Asset Management Fund Quote
SCGPX Fund | USD 18.19 0.02 0.11% |
PerformanceSolid
| Odds Of DistressLow
|
Strategic Asset is trading at 18.19 as of the 14th of July 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 18.17. Strategic Asset has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 14th of June 2025 and ending today, the 14th of July 2025. Click here to learn more.
The fund operates as funds of funds and invest principally in funds and exchange-traded funds of Principal Funds, Inc. and Principal Exchange-Traded Funds . It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile. More on Strategic Asset Management
Moving together with Strategic Mutual Fund
Strategic Mutual Fund Highlights
Fund Concentration | Principal Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Principal Funds (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 1st of March 2023 |
Fiscal Year End | October |
Strategic Asset Management [SCGPX] is traded in USA and was established 14th of July 2025. Strategic Asset is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Principal Funds family. This fund at this time has accumulated 2.94 B in assets with no minimum investment requirementsStrategic Asset Mana is currently producing year-to-date (YTD) return of 6.86% with the current yeild of 0.01%, while the total return for the last 3 years was 12.52%.
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
PLCGX | Largecap Growth Fund | Mutual Fund | Large Growth | |
USMC | Principal Mega Cap ETF | Etf | Large Blend | |
PWCIX | Principal Capital Appreciation | Mutual Fund | Large Blend | |
PSHIX | Short Term Income Fund | Mutual Fund | Short-Term Bond | |
PSC | Principal Small Cap Multi Factor | Etf | Small Blend | |
POEFX | Origin Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
PMRIX | Government High Quality | Mutual Fund | Intermediate Government | |
PLVIX | Largecap Value Fund | Mutual Fund | Large Value |
Strategic Asset Mana Risk Profiles
Mean Deviation | 0.6316 | |||
Semi Deviation | 0.4732 | |||
Standard Deviation | 1.09 | |||
Variance | 1.18 |
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.
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |