Principal Capital Financials
| CMNWX Fund | USD 85.53 0.54 0.63% |
Principal |
Please note that you must use caution to infer results of funds 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 Capital Fund Summary
Principal Capital competes with Equity Income, Diversified International, Strategic Asset, Income Fund, and Strategic Asset. The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value , have a competitive advantage, andor that have barriers to entry in their respective industries.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74254V3490 |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Principal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Principal Capital's current stock value. Our valuation model uses many indicators to compare Principal Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Principal Capital competition to find correlations between indicators driving Principal Capital's intrinsic value. More Info.Principal Capital Appreciation is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Principal Capital Appreciation is roughly 6.41 . 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 Principal Capital's earnings, one of the primary drivers of an investment's value.Principal Capital Systematic Risk
Principal Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Principal Capital 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Principal Capital correlated with the market. If Beta is less than 0 Principal Capital generally moves in the opposite direction as compared to the market. If Principal Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Principal Capital is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Principal Capital is generally in the same direction as the market. If Beta > 1 Principal Capital moves generally in the same direction as, but more than the movement of the benchmark.
Principal Capital November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Principal Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Principal Capital Appreciation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Principal Capital Appreciation 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 Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8344 | |||
| Information Ratio | (0.0007) | |||
| Maximum Drawdown | 4.27 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.1 |
Other Information on Investing in Principal Mutual Fund
Principal Capital financial ratios help investors to determine whether Principal 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 Principal with respect to the benefits of owning Principal Capital security.
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