Principal Mutual Fund Financials

PFPPX -  USA Fund  

USD 13.29  0.02  0.15%

Understanding current and past Principal Fds Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Principal Fds' financial statements are interrelated, with each one affecting the others. For example, an increase in Principal Fds' assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Principal Fds' financials over time to get the whole picture.
You can utilize fundamental analysis to find out if Principal Fds is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to interpolate data for thirteen available financial ratios for Principal Fds, which can be compared to its competitors. Please employ Principal Fds total asset and cash position weight to make a decision on whether Principal Fds is priced adequately. Use Principal Fds to protect your portfolios against small market fluctuations. The fund experiences a normal downward trend and little activity. Check odds of Principal Fds to be traded at $13.16 in 90 days.

Principal Fundamentals 

 
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With this module, you can analyze Principal financials for your investing period. You should be able to track the changes in Principal Fds individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 1
Principal Fds has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Principal Fds mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Principal Fds' official financial statements usually reflect Principal Fds' business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Principal Fds. For example, before you start analyzing numbers published by Principal accountants, it's critical to develop an understanding of what Principal Fds' liquidity, profitability, and earnings quality are in the context of the Principal Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Principal Fds, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Principal Fds Company Summary

Principal Fds competes with Vanguard Extended, T Rowe, and T Rowe. The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell Midcap Growth Index.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressPrincipal Financial Group
Mutual Fund FamilyPrincipal Funds
Mutual Fund CategoryMid-Cap Growth
BenchmarkDOW
Phone800 222 5852
CurrencyUSD - US Dollar

Principal Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Principal Fds's current stock value. Our valuation model uses many indicators to compare Principal Fds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Principal Fds competition to find correlations between indicators driving Principal Fds's intrinsic value. More Info.
Principal Fds is regarded second largest fund in one year return among similar funds. It is regarded fourth largest fund in net asset among similar funds making up about  17,482,121  of Net Asset per One Year Return.

Principal Fds Systematic Risk

Principal Fds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Principal Fds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Principal Fds correlated with the market. If Beta is less than 0 Principal Fds generally moves in the opposite direction as compared to the market. If Principal Fds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Principal Fds is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Principal Fds is generally in the same direction as the market. If Beta > 1 Principal Fds moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Principal Fds Financials

What exactly are Principal Fds Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Principal Fds' income statement, its balance sheet, and the statement of cash flows. Potential Principal Fds investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Principal Fds investors may use each financial statement separately, they are all related. The changes in Principal Fds's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Principal Fds's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Principal Fds is regarded fourth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 194.26 Billion. Principal Fds adds roughly 283.56 Million in net asset claiming only tiny portion of funds under Mid-Cap Growth category.

Principal Fds October 23, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Principal Fds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Principal Fds. We use our internally-developed statistical techniques to arrive at the intrinsic value of Principal Fds based on widely used predictive technical indicators. In general, we focus on analyzing Principal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Principal Fds's daily price indicators and compare them against related drivers.
Downside Deviation1.06
Information Ratio0.0903
Maximum Drawdown4.94
Value At Risk(1.18)
Potential Upside1.71
Please check Your Equity Center. Note that the Principal Fds information on this page should be used as a complementary analysis to other Principal Fds' 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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When running Principal Fds price analysis, check to measure Principal Fds' 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 Principal Fds is operating at the current time. Most of Principal Fds' value examination focuses on studying past and present price action to predict the probability of Principal Fds' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Principal Fds' price. Additionally, you may evaluate how the addition of Principal Fds to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Principal Fds' value and its price as these two are different measures arrived at by different means. Investors typically determine Principal Fds value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Fds' 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.