Preferred Securities Fund Quote

PUSAX Fund  USD 8.98  0.01  0.11%   

Performance

28 of 100

 
Low
 
High
Strong

Odds Of Distress

Less than 26

 
100  
 
Zero
Below Average
Preferred Securities is trading at 8.98 as of the 29th of March 2024; that is -0.11 percent decrease since the beginning of the trading day. The fund's open price was 8.99. Preferred Securities has about a 26 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat strong performance during the last 90 days. Equity ratings for Preferred Securities Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
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 together with Preferred Mutual Fund

  0.64USG USCF Gold Strategy Symbol ChangePairCorr
  0.94SABPX Strategic Asset ManaPairCorr
  0.95SACAX Strategic Asset ManaPairCorr
  0.95SAGPX Strategic Asset ManaPairCorr
  0.89PFIJX Strategic Asset ManaPairCorr
  0.89PFILX Strategic Asset ManaPairCorr
  0.89PFIEX International EquityPairCorr

Moving against Preferred Mutual Fund

  0.48POSAX Global Real EstatePairCorr
  0.45PFRSX Real Estate SecuritiesPairCorr

Preferred Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Preferred Securities' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Preferred Securities or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationPrincipal Funds, Large Funds, Preferred Stock Funds, Preferred Stock, Principal Funds, Large, Preferred Stock (View all Sectors)
Update Date31st of March 2024
Preferred Securities Fund [PUSAX] is traded in USA and was established 29th of March 2024. 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. This fund at this time has accumulated 5.6 B in assets with no minimum investment requirementsPreferred Securities Fund is currently producing year-to-date (YTD) return of 3.46% with the current yeild of 0.01%, while the total return for the last 3 years was -0.28%.
Check Preferred Securities Probability Of Bankruptcy

Instrument Allocation

Top Preferred Securities Fund Mutual Fund Constituents

Preferred Securities Target Price Odds Analysis

Based on a normal probability distribution, the odds of Preferred Securities jumping above the current price in 90 days from now is about 5.48%. The Preferred Securities Fund probability density function shows the probability of Preferred Securities mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Preferred Securities has a beta of 0.1068 indicating as returns on the market go up, Preferred Securities average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Preferred Securities Fund will be expected to be much smaller as well. Additionally, preferred Securities Fund has an alpha of 0.0318, implying that it can generate a 0.0318 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 8.98HorizonTargetOdds Above 8.98
94.26%90 days
 8.98 
5.48%
Based on a normal probability distribution, the odds of Preferred Securities to move above the current price in 90 days from now is about 5.48 (This Preferred Securities Fund probability density function shows the probability of Preferred Mutual Fund to fall within a particular range of prices over 90 days) .

Preferred Securities Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Preferred Securities market risk premium is the additional return an investor will receive from holding Preferred Securities long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Preferred Securities. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Preferred Securities' alpha and beta are two of the key measurements used to evaluate Preferred Securities' performance over the market, the standard measures of volatility play an important role as well.

Preferred Securities Against Markets

Picking the right benchmark for Preferred Securities mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Preferred Securities mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Preferred Securities is critical whether you are bullish or bearish towards Preferred Securities Fund at a given time. Please also check how Preferred Securities' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Preferred Securities without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Idea Analyzer Now

   

Idea Analyzer

Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
All  Next Launch Module

How to buy Preferred Mutual Fund?

Before investing in Preferred Securities, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Preferred Securities. To buy Preferred Securities fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Preferred Securities. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Preferred Securities fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Preferred Securities Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Preferred Securities Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Preferred Securities Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Preferred Securities Fund?

The danger of trading Preferred Securities Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Preferred Securities is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Preferred Securities. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Preferred Securities Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Preferred Securities Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Preferred Securities Fund information on this page should be used as a complementary analysis to other Preferred Securities' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.

Complementary Tools for Preferred Mutual Fund analysis

When running Preferred Securities' price analysis, check to measure Preferred Securities' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Preferred Securities is operating at the current time. Most of Preferred Securities' value examination focuses on studying past and present price action to predict the probability of Preferred Securities' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Preferred Securities' price. Additionally, you may evaluate how the addition of Preferred Securities to your portfolios can decrease your overall portfolio volatility.
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Please note, there is a significant difference between Preferred Securities' value and its price as these two are different measures arrived at by different means. Investors typically determine if Preferred Securities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Preferred Securities' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.