Midcap Fund Class Fund Three Year Return
| PMBJX Fund | USD 36.99 0.48 1.31% |
Midcap Fund Class fundamentals help investors to digest information that contributes to Midcap Fund's financial success or failures. It also enables traders to predict the movement of Midcap Mutual Fund. The fundamental analysis module provides a way to measure Midcap Fund's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Midcap Fund mutual fund.
Midcap |
Midcap Fund Class Mutual Fund Three Year Return Analysis
Midcap Fund's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Midcap Fund Three Year Return | 4.77 % |
Most of Midcap Fund's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Midcap Fund Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Midcap Fund Class has a Three Year Return of 4.7724%. This is 67.29% lower than that of the Principal Funds family and significantly higher than that of the Mid-Cap Growth category. The three year return for all United States funds is notably lower than that of the firm.
Midcap Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Midcap Fund's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Midcap Fund could also be used in its relative valuation, which is a method of valuing Midcap Fund by comparing valuation metrics of similar companies.Midcap Fund is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Midcap Fund
The fund invests 100.08% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Midcap Fund's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Midcap Fundamentals
| Price To Earning | 25.04 X | ||||
| Price To Book | 2.69 X | ||||
| Price To Sales | 1.99 X | ||||
| Total Asset | 20.07 B | ||||
| Year To Date Return | 2.93 % | ||||
| One Year Return | 20.73 % | ||||
| Three Year Return | 4.77 % | ||||
| Five Year Return | 11.15 % | ||||
| Ten Year Return | 14.59 % | ||||
| Net Asset | 16.24 B | ||||
| Cash Position Weight | (0.08) % | ||||
| Equity Positions Weight | 100.08 % |
About Midcap Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Midcap Fund Class's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Midcap Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Midcap Fund Class based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Midcap Fund in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Midcap Fund's short interest history, or implied volatility extrapolated from Midcap Fund options trading.
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Midcap Fund Class using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Midcap Fund Class. 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 inflation. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.