Midcap Value Financials
| PLASX Fund | USD 12.95 1.64 2.88% |
Midcap |
Please note that past performance is not an indicator of the future performance of Midcap Value, 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.
Midcap Value Fund Summary
Midcap Value competes with Nuveen Oregon, Blrc Sgy, T Rowe, Franklin High, and T Rowe. 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. Principal Fds is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | NYSE Composite |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
You should never invest in Midcap Value Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Midcap Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Midcap Value's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Midcap Value Key Financial Ratios
Generally speaking, Midcap Value's financial ratios allow both analysts and investors to convert raw data from Midcap Value's financial statements into concise, actionable information that can be used to evaluate the performance of Midcap Value over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Midcap Value reports annually and quarterly.Midcap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Midcap Value's current stock value. Our valuation model uses many indicators to compare Midcap Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Midcap Value competition to find correlations between indicators driving Midcap Value's intrinsic value. More Info.Midcap Value Fund is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Midcap Value Fund is roughly 8.88 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Midcap Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Midcap Value's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Midcap Value's earnings, one of the primary drivers of an investment's value.Midcap Value Systematic Risk
Midcap Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Midcap Value 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Midcap Value correlated with the market. If Beta is less than 0 Midcap Value generally moves in the opposite direction as compared to the market. If Midcap Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Midcap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Midcap Value is generally in the same direction as the market. If Beta > 1 Midcap Value moves generally in the same direction as, but more than the movement of the benchmark.
Midcap Value April 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Midcap Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Midcap Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Midcap Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Midcap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Midcap Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7884 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 3.13 | |||
| Value At Risk | (1.41) | |||
| Potential Upside | 1.03 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Midcap Value 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 state. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.